Filed August 9, 2012
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: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $29,931 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,851 | $50,820-57.0% | $155,567-86.0% | $77,671-71.9% |
| Participation rate | 30.1% | 63.1%-33.0pp | 78.2%-48.1pp | 70.6%-40.5pp |
| Annual return | 16.59% | 34.85%-18.3pp | 64.74%-48.1pp | 31.21%-14.6pp |
| Employer contribution / active EE | $71 | $1,993-96.4% | $4,674-98.5% | $2,726-97.4% |
| Participant deferral / active EE | $950 | $2,823-66.3% | $5,628-83.1% | $4,648-79.6% |
| Admin fee / account holder | $157 | $436-64.0% | $15,916-99.0% | $430-63.6% |