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 INC5+ years Service code 49 · EIN 38-1617113 | Other Services | $31,248 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,545 |
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 | $83,678 | $40,522+106.5% | $84,611-1.1% | $67,579+23.8% |
| Participation rate | 99.3% | 51.1%+48.2pp | 68.2%+31.0pp | 71.3%+28.0pp |
| Annual return | 21.19% | 32.72%-11.5pp | 258.74%-237.5pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,547 | $1,146+122.2% | $2,652-4.0% | $2,148+18.6% |
| Participant deferral / active EE | $4,792 | $2,132+124.8% | $3,899+22.9% | $3,539+35.4% |
| Admin fee / account holder | $28 | $145-81.0% | $4,912-99.4% | $142-80.6% |