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 |
|---|---|---|
CARLSON QUINN2+ years Filed as: CARLSON, QUINN & ASSOCIATES, INC. Service code 49 · EIN 94-3210526 | Other Services | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,264 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $163,723 | $58,726+178.8% | $92,233+77.5% | $62,292+162.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.04% | 43.62%-24.6pp | 176.28%-157.2pp | 28.90%-9.9pp |
| Employer contribution / active EE | $10,833 | $2,392+352.9% | $3,679+194.4% | $2,042+430.4% |
| Participant deferral / active EE | $7,532 | $2,766+172.4% | $3,897+93.3% | $3,169+137.7% |
| Admin fee / account holder | $13 | $556-97.6% | $5,194-99.7% | $479-97.2% |