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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,206 |
CARLSON QUINN9+ years Filed as: CARLSON, QUINN & ASSOCIATES, INC. Service code 49 · EIN 94-3210526 | Other Services | $25,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR3 years 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 | $208,900 | $82,917+151.9% | $103,333+102.2% | $77,643+169.1% |
| Participation rate | 94.4% | 71.6%+22.9pp | 74.5%+19.9pp | 70.6%+23.8pp |
| Annual return | 31.92% | 19.13%+12.8pp | 24.88%+7.0pp | 31.24%+0.7pp |
| Employer contribution / active EE | $10,906 | $3,552+207.1% | $3,868+182.0% | $2,726+300.1% |
| Participant deferral / active EE | $8,151 | $4,108+98.4% | $5,057+61.2% | $4,647+75.4% |
| Admin fee / account holder | $99 | $638-84.5% | $8,355-98.8% | $430-77.1% |