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 INC4+ years Service code 49 · EIN 38-1617113 | Other Services | $32,836 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,671 |
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 | $73,361 | $44,473+65.0% | $76,523-4.1% | $55,725+31.6% |
| Participation rate | 99.2% | 51.0%+48.3pp | 68.0%+31.2pp | 70.9%+28.4pp |
| Annual return | -7.10% | -2.01%-5.1pp | -0.27%-6.8pp | 244.93%-252.0pp |
| Employer contribution / active EE | $2,106 | $1,101+91.2% | $2,647-20.5% | $2,078+1.3% |
| Participant deferral / active EE | $4,767 | $1,988+139.8% | $3,835+24.3% | $3,356+42.1% |
| Admin fee / account holder | $23 | $134-83.0% | $4,848-99.5% | $115-80.2% |