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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,677 |
CARLSON QUINN7+ years Filed as: CARLSON, QUINN & ASSOCIATES, INC. Service code 49 · EIN 94-3210526 | Other Services | $25,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESMENT MGMT LLC Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1 year 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 | $190,301 | $106,236+79.1% | $112,228+69.6% | $64,808+193.6% |
| Participation rate | 72.4% | 71.7%+0.8pp | 75.1%-2.6pp | 71.5%+1.0pp |
| Annual return | -11.02% | -6.02%-5.0pp | 27.45%-38.5pp | 32.82%-43.8pp |
| Employer contribution / active EE | $10,265 | $3,166+224.2% | $3,635+182.4% | $2,506+309.7% |
| Participant deferral / active EE | $7,964 | $3,785+110.4% | $4,728+68.5% | $4,310+84.8% |
| Admin fee / account holder | $78 | $452-82.7% | $6,410-98.8% | $188-58.5% |