Filed September 1, 2009
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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $121,838 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 82-1434504 | Investment Management | $40,000 |
FORVIS MAZARS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $14,175 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,550 | $96,018+331.7% | $65,493+533.0% | $85,563+384.5% |
| Participation rate | 82.5% | 74.8%+7.7pp | 73.1%+9.4pp | 66.0%+16.6pp |
| Annual return | 15.27% | 14.51%+0.8pp | 982.45%-967.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $15,693 | $3,235+385.1% | $2,574+509.6% | $2,654+491.4% |
| Participant deferral / active EE | $17,252 | $4,055+325.5% | $3,961+335.5% | $4,375+294.3% |
| Admin fee / account holder | $253 | $271-6.4% | $5,028-95.0% | $834-69.6% |