Filed February 11, 2011
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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $105,400 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $47,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,206 | $63,770-37.0% | $71,209-43.5% | $102,872-60.9% |
| Participation rate | 70.1% | 61.0%+9.1pp | 73.8%-3.6pp | 73.0%-2.9pp |
| Annual return | 15.35% | 16.01%-0.7pp | 282.51%-267.2pp | 19.06%-3.7pp |
| Employer contribution / active EE | $5,623 | $2,367+137.6% | $2,721+106.7% | $3,526+59.5% |
| Participant deferral / active EE | $3,755 | $3,587+4.7% | $4,175-10.1% | $5,535-32.2% |
| Admin fee / account holder | $96 | $220-56.2% | $5,349-98.2% | $292-67.0% |