Filed January 6, 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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $59,571 |
MERCER6 years Filed as: MERCER INVESTMENT MAMAGEMENT INC. Service code 99 | Other Fees | $32,534 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $22,989 |
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $81,265 | $65,908+23.3% | $81,812-0.7% | $77,643+4.7% |
| Participation rate | 99.6% | 65.8%+33.8pp | 72.3%+27.2pp | 70.6%+29.0pp |
| Annual return | 13.80% | 26.64%-12.8pp | 773.79%-760.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $5,394 | $2,370+127.6% | $2,912+85.2% | $2,726+97.9% |
| Participant deferral / active EE | $5,139 | $3,505+46.6% | $4,319+19.0% | $4,647+10.6% |
| Admin fee / account holder | $34 | $526-93.5% | $7,386-99.5% | $430-92.1% |