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 | $43,358 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $37,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $34,473 | $49,808-30.8% | $95,745-64.0% | $74,419-53.7% |
| Participation rate | 40.9% | 66.6%-25.7pp | 72.3%-31.4pp | 70.7%-29.9pp |
| Annual return | 14.98% | 24.91%-9.9pp | 28.35%-13.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $765 | $1,639-53.3% | $2,835-73.0% | $2,637-71.0% |
| Participant deferral / active EE | $1,494 | $3,739-60.0% | $4,245-64.8% | $4,528-67.0% |
| Admin fee / account holder | $132 | $311-57.4% | $5,678-97.7% | $348-61.9% |