Filed June 20, 2008
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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $37,001 |
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $36,699 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $28,250 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,899 | $69,763+33.2% | $67,502+37.6% | $74,495+24.7% |
| Participation rate | 93.9% | 71.4%+22.5pp | 72.9%+21.0pp | 67.2%+26.7pp |
| Annual return | 12.23% | -40.34%+52.6pp | 3512.12%-3499.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,719 | $2,704+0.6% | $2,731-0.4% | $2,623+3.7% |
| Participant deferral / active EE | $4,970 | $3,636+36.7% | $4,000+24.3% | $4,346+14.4% |
| Admin fee / account holder | $257 | $896-71.3% | $3,998-93.6% | $1,942-86.8% |