Filed September 8, 1997
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+ years Service code 49 · EIN 38-1617113 | Other Services | $31,784 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,797 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $60,559 | $119,451-49.3% | $67,711-10.6% | - |
| Participation rate | 99.6% | 53.0%+46.6pp | 67.5%+32.1pp | - |
| Annual return | -0.73% | -5.40%+4.7pp | 25.41%-26.1pp | - |
| Employer contribution / active EE | $1,687 | $941+79.3% | $2,559-34.1% | - |
| Participant deferral / active EE | $3,827 | $2,055+86.2% | $3,585+6.8% | - |
| Admin fee / account holder | $18 | $18,443-99.9% | $4,255-99.6% | - |