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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $59,806 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $45,466 |
NEXTCAPITAL GROUP, INC.3 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $5,360 |
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 | $64,488 | $76,670-15.9% | $96,683-33.3% | $71,457-9.8% |
| Participation rate | 96.9% | 66.6%+30.3pp | 74.3%+22.5pp | 67.9%+29.0pp |
| Annual return | 19.99% | 48.29%-28.3pp | 35.69%-15.7pp | 28.85%-8.9pp |
| Employer contribution / active EE | $936 | $3,031-69.1% | $3,737-75.0% | $2,588-63.8% |
| Participant deferral / active EE | $7,001 | $3,771+85.6% | $4,878+43.5% | $4,289+63.2% |
| Admin fee / account holder | $411 | $2,028-79.7% | $6,730-93.9% | $1,587-74.1% |