Filed March 31, 2008 (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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 82-1434504 | Investment Management | $56,035 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $52,971 |
HANTZMON WIEBEL LLP4 years Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 | Accounting | $19,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,022 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $184,033 | $91,762+100.6% | $67,502+172.6% | $77,643+137.0% |
| Participation rate | 78.7% | 75.9%+2.8pp | 72.9%+5.8pp | 70.6%+8.1pp |
| Annual return | 14.06% | 14.87%-0.8pp | 3512.12%-3498.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $5,481 | $3,181+72.3% | $2,731+100.7% | $2,726+101.1% |
| Participant deferral / active EE | $4,665 | $3,903+19.5% | $4,000+16.6% | $4,647+0.4% |
| Admin fee / account holder | $370 | $176+110.1% | $3,998-90.7% | $430-14.1% |