Filed June 27, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $104,271 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $79,600 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $48,000 |
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 | $114,055 | $91,762+24.3% | $67,502+69.0% | $77,643+46.9% |
| Participation rate | 89.4% | 75.9%+13.5pp | 72.9%+16.5pp | 70.6%+18.8pp |
| Annual return | 11.54% | 14.87%-3.3pp | 3512.12%-3500.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $3,279 | $3,181+3.1% | $2,731+20.1% | $2,726+20.3% |
| Participant deferral / active EE | $4,439 | $3,903+13.7% | $4,000+11.0% | $4,647-4.5% |
| Admin fee / account holder | $224 | $176+27.3% | $3,998-94.4% | $430-47.9% |