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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,910 |
Filed as: ONEDIGITAL TOPCO LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $14,375 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS, L Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,755 | $56,317+313.3% | $71,209+226.9% | $74,304+213.2% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 16.92% | 42.83%-25.9pp | 282.51%-265.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $9,864 | $2,160+356.7% | $2,721+262.5% | $2,241+340.1% |
| Participant deferral / active EE | $11,548 | $2,788+314.2% | $4,175+176.6% | $3,767+206.5% |
| Admin fee / account holder | $148 | $2,290-93.5% | $5,349-97.2% | $2,969-95.0% |