Filed July 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,584 |
CARLSON QUINN10+ years Filed as: CARLSON, QUINN & ASSOCIATES, INC. Service code 49 · EIN 94-3210526 | Other Services | $25,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,995 | $95,880+122.1% | $107,525+98.1% | $85,563+148.9% |
| Participation rate | 96.0% | 70.1%+25.8pp | 75.1%+20.9pp | 66.0%+30.0pp |
| Annual return | 11.91% | 68.06%-56.2pp | 181.32%-169.4pp | 31.51%-19.6pp |
| Employer contribution / active EE | $10,966 | $3,812+187.7% | $3,754+192.2% | $2,654+313.3% |
| Participant deferral / active EE | $8,211 | $4,201+95.4% | $5,116+60.5% | $4,375+87.7% |
| Admin fee / account holder | $111 | $1,025-89.2% | $8,919-98.8% | $834-86.7% |