Filed July 3, 2013
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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $62,471 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $39,140 |
NEXTCAPITAL GROUP, INC.2 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $5,870 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,218 | $64,119-12.3% | $112,228-49.9% | $66,914-16.0% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.1%+18.7pp | 69.8%+24.0pp |
| Annual return | -17.92% | -13.81%-4.1pp | 27.45%-45.4pp | 1.58%-19.5pp |
| Employer contribution / active EE | $818 | $3,005-72.8% | $3,635-77.5% | $2,544-67.9% |
| Participant deferral / active EE | $6,534 | $3,693+76.9% | $4,728+38.2% | $4,237+54.2% |
| Admin fee / account holder | $459 | $625-26.5% | $6,410-92.8% | $593-22.6% |