Filed August 4, 2006
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,109 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,362 | $42,901-24.6% | $91,220-64.5% | $64,808-50.1% |
| Participation rate | 35.1% | 68.1%-33.0pp | 73.2%-38.1pp | 71.5%-36.3pp |
| Annual return | -14.64% | -13.53%-1.1pp | 114.01%-128.7pp | 32.82%-47.5pp |
| Employer contribution / active EE | $793 | $1,571-49.5% | $2,850-72.2% | $2,506-68.4% |
| Participant deferral / active EE | $1,513 | $3,501-56.8% | $4,234-64.3% | $4,310-64.9% |
| Admin fee / account holder | $140 | $131+7.1% | $5,420-97.4% | $188-25.3% |