Filed February 13, 2014
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 15 · EIN 35-0145825 | Recordkeeping | $163,198 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 15 · EIN 43-1451524 | Recordkeeping | $29,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,529 | $47,126-54.3% | $149,673-85.6% | $74,419-71.1% |
| Participation rate | 99.1% | 63.4%+35.7pp | 78.8%+20.4pp | 70.7%+28.4pp |
| Annual return | 16.01% | 22.75%-6.7pp | 134.42%-118.4pp | 34.38%-18.4pp |
| Employer contribution / active EE | $373 | $1,905-80.4% | $4,818-92.3% | $2,637-85.9% |
| Participant deferral / active EE | $2,026 | $2,728-25.7% | $5,680-64.3% | $4,528-55.3% |
| Admin fee / account holder | $39 | $343-88.7% | $13,210-99.7% | $348-88.9% |