Filed May 10, 2018
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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $38,545 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $21,281 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,720 | $67,984-6.3% | $65,493-2.7% | $74,304-14.2% |
| Participation rate | 99.5% | 66.3%+33.2pp | 73.1%+26.4pp | 60.3%+39.2pp |
| Annual return | 16.29% | 19.87%-3.6pp | 982.45%-966.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $4,213 | $2,491+69.1% | $2,574+63.7% | $2,241+88.0% |
| Participant deferral / active EE | $3,876 | $3,346+15.8% | $3,961-2.1% | $3,767+2.9% |
| Admin fee / account holder | $160 | $1,373-88.3% | $5,028-96.8% | $2,969-94.6% |