Filed April 1, 2012
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 3-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 | $17,560 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,149 |
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 | $83,493 | $56,199+48.6% | $67,652+23.4% | $59,632+40.0% |
| Participation rate | 83.9% | 71.5%+12.4pp | 75.7%+8.2pp | 68.7%+15.2pp |
| Annual return | 1.94% | 18505.31%-18503.4pp | 6625.04%-6623.1pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,676 | $1,614+3.8% | $2,266-26.0% | $2,203-23.9% |
| Participant deferral / active EE | $6,534 | $2,844+129.8% | $3,560+83.6% | $3,192+104.7% |
| Admin fee / account holder | $9 | $3,958-99.8% | $4,821-99.8% | $4,297-99.8% |