Filed February 17, 2005
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 26 · EIN 71-0294708 | Advisory (Participants) | $28,003 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $23,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,867 | $60,323-17.3% | $81,812-39.0% | $74,495-33.1% |
| Participation rate | 91.3% | 62.9%+28.5pp | 72.3%+19.0pp | 67.2%+24.1pp |
| Annual return | 11.78% | 16.90%-5.1pp | 773.79%-762.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $673 | $2,620-74.3% | $2,912-76.9% | $2,623-74.3% |
| Participant deferral / active EE | $3,163 | $3,387-6.6% | $4,319-26.7% | $4,346-27.2% |
| Admin fee / account holder | $154 | $1,486-89.7% | $7,386-97.9% | $1,942-92.1% |