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 | $55,493 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $46,786 |
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 | $42,925 | $59,623-28.0% | $95,585-55.1% | $85,563-49.8% |
| Participation rate | 42.6% | 57.2%-14.7pp | 72.1%-29.5pp | 66.0%-23.4pp |
| Annual return | 13.38% | 18.22%-4.8pp | 38.56%-25.2pp | 31.51%-18.1pp |
| Employer contribution / active EE | $931 | $1,669-44.2% | $2,527-63.1% | $2,654-64.9% |
| Participant deferral / active EE | $1,737 | $3,357-48.3% | $4,023-56.8% | $4,375-60.3% |
| Admin fee / account holder | $158 | $650-75.7% | $6,127-97.4% | $834-81.1% |