Filed May 22, 2006 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $641,081 |
Filed as: ONE DIGITAL Service code 16 · EIN 82-1434504 | Consulting | $63,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,303 | $53,136+41.7% | $155,509-51.6% | $199,593-62.3% |
| Participation rate | 96.9% | 64.1%+32.8pp | 78.2%+18.7pp | 72.0%+24.9pp |
| Annual return | 13.32% | 41.15%-27.8pp | 64.67%-51.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $2,603 | $1,851+40.6% | $4,672-44.3% | $3,034-14.2% |
| Participant deferral / active EE | $5,848 | $3,161+85.0% | $5,626+3.9% | $5,087+15.0% |
| Admin fee / account holder | $167 | $185-10.2% | $15,912-99.0% | $269-38.0% |