See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC3 years Service code 15 21031 VENTURA BLVD · WOODLAND HILLS, CA 93164 | Recordkeeping | $6,800 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,937 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,717 | $52,293-47.0% | $178,490-84.5% | $73,409-62.2% |
| Participation rate | 87.3% | 65.3%+22.0pp | 81.9%+5.4pp | 72.2%+15.2pp |
| Annual return | 14.49% | 34.75%-20.3pp | 151.07%-136.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,250 | $1,735-28.0% | $5,011-75.0% | $2,234-44.0% |
| Participant deferral / active EE | $2,567 | $2,332+10.1% | $5,202-50.6% | $3,805-32.5% |
| Admin fee / account holder | $13 | $127-89.5% | $13,984-99.9% | $158-91.5% |