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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,689 |
CARLSON QUINN5+ years Filed as: CARLSON, QUINN & ASSOCIATES, INC. Service code 49 · EIN 94-3210526 | Other Services | $25,000 |
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 | $157,924 | $91,517+72.6% | $101,248+56.0% | $73,409+115.1% |
| Participation rate | 89.4% | 73.8%+15.6pp | 75.8%+13.6pp | 72.2%+17.2pp |
| Annual return | 15.74% | 17.17%-1.4pp | 46.47%-30.7pp | 59.29%-43.6pp |
| Employer contribution / active EE | $8,631 | $2,877+200.0% | $3,660+135.9% | $2,234+286.4% |
| Participant deferral / active EE | $6,070 | $3,338+81.8% | $4,370+38.9% | $3,805+59.5% |
| Admin fee / account holder | $93 | $216-56.8% | $5,945-98.4% | $158-41.0% |