Filed December 13, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,946 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,000 |
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 | $52,965 | $52,406+1.1% | $129,207-59.0% | $74,495-28.9% |
| Participation rate | 94.2% | 53.8%+40.4pp | 69.6%+24.6pp | 67.2%+27.0pp |
| Annual return | 10.86% | 15.66%-4.8pp | 9417.33%-9406.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,205 | $1,531-21.2% | $4,153-71.0% | $2,623-54.0% |
| Participant deferral / active EE | $3,341 | $2,794+19.6% | $4,168-19.8% | $4,346-23.1% |
| Admin fee / account holder | $200 | $2,633-92.4% | $7,715-97.4% | $1,942-89.7% |