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 10-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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $41,033 |
QP ADVISORY LLC6+ years Filed as: QP ADVISORY, LLC Service code 26 55 ANTON BLVD, SUITE 150 · COSTA MESA, CA 92626 | Advisory (Participants) | $26,492 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,454 | $78,419-15.3% | $133,956-50.4% | $73,409-9.5% |
| Participation rate | 96.4% | 78.6%+17.8pp | 79.8%+16.6pp | 72.2%+24.2pp |
| Annual return | 18.20% | 33.35%-15.2pp | 45.09%-26.9pp | 59.29%-41.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,718 | $3,925-5.3% | $5,048-26.3% | $3,805-2.3% |
| Admin fee / account holder | $196 | $161+21.3% | $8,927-97.8% | $158+24.0% |