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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,140 |
CARLSON QUINN8+ years Filed as: CARLSON, QUINN & ASSOCIATES, INC. Service code 49 · EIN 94-3210526 | Other Services | $25,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,824 | $92,971+109.6% | $96,683+101.5% | $74,419+161.8% |
| Participation rate | 70.3% | 71.5%-1.3pp | 74.3%-4.1pp | 70.7%-0.4pp |
| Annual return | 11.75% | 37.49%-25.7pp | 35.69%-23.9pp | 34.38%-22.6pp |
| Employer contribution / active EE | $10,562 | $3,426+208.3% | $3,737+182.7% | $2,637+300.5% |
| Participant deferral / active EE | $8,224 | $3,970+107.1% | $4,878+68.6% | $4,528+81.6% |
| Admin fee / account holder | $102 | $633-83.9% | $6,730-98.5% | $348-70.7% |