Filed May 18, 1989
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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,636 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $9,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,535 | $50,199-57.1% | $70,092-69.3% | $66,914-67.8% |
| Participation rate | 79.2% | 66.3%+12.8pp | 70.5%+8.7pp | 69.8%+9.4pp |
| Annual return | -15.17% | -13.85%-1.3pp | 190.73%-205.9pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,523 | $3,112-51.1% | $3,849-60.4% | $4,237-64.1% |
| Admin fee / account holder | $97 | $600-83.9% | $6,267-98.5% | $593-83.7% |