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 QUINN4+ years Filed as: CARLSON, QUINN & ASSOCIATES, INC. Service code 49 · EIN 94-3210526 | Other Services | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,889 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,286 | $66,601+116.6% | $92,893+55.3% | $67,579+113.5% |
| Participation rate | 87.4% | 72.5%+14.9pp | 76.0%+11.4pp | 71.3%+16.2pp |
| Annual return | 14.12% | 92.58%-78.5pp | 109.41%-95.3pp | 378.56%-364.4pp |
| Employer contribution / active EE | $8,707 | $2,775+213.7% | $3,653+138.4% | $2,148+305.4% |
| Participant deferral / active EE | $6,121 | $3,157+93.9% | $4,236+44.5% | $3,539+72.9% |
| Admin fee / account holder | $40 | $199-79.9% | $5,794-99.3% | $142-71.9% |