See peer percentile detail with Solo.
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.
See the 5-year trajectory with Solo.
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 |
|---|---|---|
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN ADVISORS-LITTLE ROCK Service code 26 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Participants) | $15,261 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $10,559 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,206 | $65,061-52.0% | $143,757-78.3% | $66,914-53.4% |
| Participation rate | 71.4% | 65.2%+6.2pp | 80.3%-8.9pp | 69.8%+1.6pp |
| Annual return | -14.86% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,137 | $2,361-51.9% | $4,951-77.0% | $2,544-55.3% |
| Participant deferral / active EE | $2,286 | $2,919-21.7% | $5,637-59.5% | $4,237-46.1% |
| Admin fee / account holder | $154 | $502-69.4% | $14,673-99.0% | $593-74.1% |