Filed January 23, 2009
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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $85,100 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $58,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,700 | $69,745+182.0% | $67,511+191.4% | $74,546+163.9% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.72% | -40.37%+53.1pp | 3517.41%-3504.7pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $8,273 | $2,705+205.8% | $2,733+202.8% | $2,624+215.3% |
| Participant deferral / active EE | $8,719 | $3,636+139.8% | $4,000+118.0% | $4,347+100.6% |
| Admin fee / account holder | $276 | $894-69.1% | $3,999-93.1% | $1,944-85.8% |