Filed September 15, 1998
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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $53,613 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $34,816 |
TAIT WELLER & BAKER4 years Service code 10 · EIN 23-1144520 | Accounting | $10,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,820 | $69,745+36.0% | $67,511+40.5% | $74,546+27.2% |
| Participation rate | 95.8% | 71.3%+24.5pp | 72.9%+22.9pp | 67.2%+28.6pp |
| Annual return | 11.45% | -40.37%+51.8pp | 3517.41%-3506.0pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $2,260 | $2,705-16.5% | $2,733-17.3% | $2,624-13.9% |
| Participant deferral / active EE | $3,857 | $3,636+6.1% | $4,000-3.6% | $4,347-11.3% |
| Admin fee / account holder | $223 | $894-75.1% | $3,999-94.4% | $1,944-88.5% |