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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,748 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 27 · EIN 82-1364595 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,970 | $99,078-57.6% | $96,544-56.5% | $74,419-43.6% |
| Participation rate | 44.8% | 80.7%-35.9pp | 76.0%-31.2pp | 70.7%-26.0pp |
| Annual return | 27.09% | 22.48%+4.6pp | 25.84%+1.2pp | 34.38%-7.3pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,945 | $4,933+61.0% | $4,851+63.8% | $4,528+75.5% |
| Admin fee / account holder | $91 | $225-59.6% | $8,252-98.9% | $348-73.9% |