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 INC3+ years Service code 49 · EIN 38-1617113 | Other Services | $43,787 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,556 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $81,007 | $31,424+157.8% | $81,478-0.6% | $69,631+16.3% |
| Participation rate | 99.6% | 50.8%+48.8pp | 68.0%+31.6pp | 70.7%+28.9pp |
| Annual return | 16.18% | 22.44%-6.3pp | 38.78%-22.6pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,456 | $1,029+138.7% | $2,568-4.3% | $2,032+20.9% |
| Participant deferral / active EE | $4,827 | $1,838+162.6% | $3,537+36.5% | $3,224+49.7% |
| Admin fee / account holder | $20 | $103-80.7% | $4,561-99.6% | $110-82.0% |