Filed December 29, 2016 (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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,657 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $1,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,590 | $129,021+2.8% | $184,203-28.0% | $77,643+70.8% |
| Participation rate | 99.6% | 87.3%+12.2pp | 86.8%+12.8pp | 70.6%+29.0pp |
| Annual return | 17.29% | 33.27%-16.0pp | 28.81%-11.5pp | 31.24%-13.9pp |
| Employer contribution / active EE | $6,778 | $4,413+53.6% | $6,427+5.5% | $2,726+148.7% |
| Participant deferral / active EE | $6,495 | $7,297-11.0% | $9,131-28.9% | $4,647+39.8% |
| Admin fee / account holder | $27 | $254-89.3% | $13,901-99.8% | $430-93.7% |