Filed February 25, 2003
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 |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434504 | Advisory (Participants) | $31,000 |
KREISCHER MILLER10+ years Service code 10 · EIN 23-1980475 | Accounting | $20,440 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $13,977 |
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $13,750 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $549 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,119 | $106,028+47.2% | $146,958+6.2% | $77,643+101.1% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 13.72% | 56.73%-43.0pp | 418.34%-404.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $5,605 | $4,063+37.9% | $4,933+13.6% | $2,726+105.6% |
| Participant deferral / active EE | $6,432 | $7,990-19.5% | $8,070-20.3% | $4,647+38.4% |
| Admin fee / account holder | $217 | $337-35.8% | $12,998-98.3% | $430-49.6% |