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 | $85,004 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,172 |
HANTZMON WIEBEL LLP5 years Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 | Accounting | $21,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $200,782 | $96,018+109.1% | $65,493+206.6% | $85,563+134.7% |
| Participation rate | 75.6% | 74.8%+0.8pp | 73.1%+2.5pp | 66.0%+9.6pp |
| Annual return | 10.71% | 14.51%-3.8pp | 982.45%-971.7pp | 31.51%-20.8pp |
| Employer contribution / active EE | $5,665 | $3,235+75.1% | $2,574+120.1% | $2,654+113.5% |
| Participant deferral / active EE | $4,893 | $4,055+20.7% | $3,961+23.5% | $4,375+11.8% |
| Admin fee / account holder | $445 | $271+64.5% | $5,028-91.2% | $834-46.7% |