Filed April 8, 2006
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,795 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $83,937 |
Filed as: ONE DIGITAL INVESTMENT A Service code 27 · EIN 82-1434504 | Advisory (Plan) | $48,694 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,634 | $89,436-17.7% | $164,813-55.3% | $77,643-5.2% |
| Participation rate | 94.8% | 78.6%+16.2pp | 78.6%+16.2pp | 70.6%+24.3pp |
| Annual return | 12.21% | 28.83%-16.6pp | 69.93%-57.7pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,806 | $2,569-29.7% | $4,341-58.4% | $2,726-33.7% |
| Participant deferral / active EE | $5,486 | $4,897+12.0% | $6,031-9.0% | $4,647+18.0% |
| Admin fee / account holder | $417 | $339+22.8% | $12,690-96.7% | $430-3.1% |