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 QUINN3+ years Filed as: CARLSON, QUINN & ASSOCIATES, INC. Service code 49 · EIN 94-3210526 | Other Services | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,360 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $126,930 | $56,443+124.9% | $83,848+51.4% | $55,725+127.8% |
| Participation rate | 91.5% | 72.0%+19.5pp | 76.1%+15.3pp | 70.9%+20.6pp |
| Annual return | 1.03% | 393.67%-392.6pp | 850.88%-849.8pp | 244.93%-243.9pp |
| Employer contribution / active EE | $8,596 | $2,682+220.6% | $3,631+136.8% | $2,078+313.7% |
| Participant deferral / active EE | $6,511 | $2,965+119.6% | $4,082+59.5% | $3,356+94.0% |
| Admin fee / account holder | $7 | $156-95.7% | $5,478-99.9% | $115-94.1% |