Filed September 9, 2019 (most recent of 4 filings on file)
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 | $226,890 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 16 · EIN 82-1434504 | Consulting | $52,500 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,705 | $160,882-23.1% | $200,582-38.3% | $102,872+20.3% |
| Participation rate | 97.3% | 91.2%+6.1pp | 86.9%+10.4pp | 73.0%+24.3pp |
| Annual return | 17.81% | 18.15%-0.3pp | 42.33%-24.5pp | 19.06%-1.2pp |
| Employer contribution / active EE | $7,055 | $5,602+25.9% | $6,419+9.9% | $3,526+100.0% |
| Participant deferral / active EE | $7,120 | $9,300-23.4% | $9,331-23.7% | $5,535+28.6% |
| Admin fee / account holder | $148 | $125+18.6% | $16,305-99.1% | $292-49.4% |