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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,254 |
ASHTON YOUNG INC2 years Service code 49 · EIN 38-1617113 | Other Services | $11,697 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,343 | $42,548+88.8% | $74,550+7.8% | $56,287+42.7% |
| Participation rate | 93.7% | 60.5%+33.2pp | 69.1%+24.5pp | 69.9%+23.8pp |
| Annual return | -7.77% | 12.40%-20.2pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,515 | $855+194.1% | $1,961+28.2% | $2,111+19.1% |
| Participant deferral / active EE | $5,441 | $2,277+138.9% | $3,108+75.0% | $3,350+62.4% |
| Admin fee / account holder | $161 | $467-65.5% | $5,060-96.8% | $521-69.1% |