Filed January 22, 2013
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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $344,237 |
ONEDIGITAL INVESTMENT ADVISORS LLC10+ years Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $120,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,891 | $53,136+88.0% | $155,509-35.8% | $199,593-50.0% |
| Participation rate | 92.1% | 64.1%+28.0pp | 78.2%+13.9pp | 72.0%+20.1pp |
| Annual return | 11.50% | 41.15%-29.6pp | 64.67%-53.2pp | 34.25%-22.8pp |
| Employer contribution / active EE | $3,251 | $1,851+75.6% | $4,672-30.4% | $3,034+7.1% |
| Participant deferral / active EE | $3,917 | $3,161+23.9% | $5,626-30.4% | $5,087-23.0% |
| Admin fee / account holder | $125 | $185-32.8% | $15,912-99.2% | $269-53.7% |