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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $45,175 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $28,302 |
NEXTCAPITAL GROUP, INC.3 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $2,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,777 | $86,944+5.6% | $107,525-14.6% | $74,304+23.5% |
| Participation rate | 92.6% | 59.6%+33.0pp | 75.1%+17.5pp | 60.3%+32.2pp |
| Annual return | 14.22% | 23.52%-9.3pp | 181.32%-167.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $3,737 | $2,757+35.6% | $3,754-0.4% | $2,241+66.8% |
| Participant deferral / active EE | $5,573 | $3,554+56.8% | $5,116+8.9% | $3,767+47.9% |
| Admin fee / account holder | $399 | $3,727-89.3% | $8,919-95.5% | $2,969-86.6% |