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 INC2+ years Service code 49 · EIN 38-1617113 | Other Services | $17,110 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,222 |
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 | $91,052 | $60,349+50.9% | $74,183+22.7% | $62,891+44.8% |
| Participation rate | 84.1% | 72.7%+11.4pp | 76.6%+7.5pp | 69.3%+14.8pp |
| Annual return | 6.92% | 21.37%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,784 | $1,680+6.2% | $2,370-24.7% | $2,281-21.8% |
| Participant deferral / active EE | $6,728 | $2,856+135.6% | $3,550+89.5% | $3,203+110.1% |
| Admin fee / account holder | $10 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |