Filed June 22, 2010
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 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $16,801 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,429 | $50,820-51.9% | $155,567-84.3% | $77,671-68.5% |
| Participation rate | 76.0% | 63.1%+12.9pp | 78.2%-2.2pp | 70.6%+5.5pp |
| Annual return | 14.18% | 34.85%-20.7pp | 64.74%-50.6pp | 31.21%-17.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,358 | $2,823-16.5% | $5,628-58.1% | $4,648-49.3% |
| Admin fee / account holder | $71 | $436-83.8% | $15,916-99.6% | $430-83.6% |