Filed November 29, 1999 (most recent of 3 filings on file)
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 |
|---|---|---|
ASHTON YOUNG INC1 year Service code 49 · EIN 38-1617113 | Other Services | $9,057 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,338 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $103,162 | $51,466+100.4% | $78,778+31.0% | $62,292+65.6% |
| Participation rate | 92.2% | 59.8%+32.4pp | 69.2%+23.0pp | 69.5%+22.6pp |
| Annual return | 16.75% | 19.96%-3.2pp | 35.62%-18.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,785 | $827+236.6% | $1,986+40.2% | $2,042+36.4% |
| Participant deferral / active EE | $5,332 | $2,147+148.3% | $2,958+80.2% | $3,169+68.3% |
| Admin fee / account holder | $21 | $489-95.8% | $5,134-99.6% | $479-95.7% |