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 | $56,734-29.1% | $68,368-41.2% | $103,975-61.3% |
| Participation rate | 70.1% | 61.6%+8.5pp | 73.8%-3.6pp | 72.5%-2.4pp |
| Annual return | 15.35% | 13.73%+1.6pp | 292.57%-277.2pp | 19.41%-4.1pp |
| Employer contribution / active EE | $5,623 | $1,867+201.2% | $2,649+112.3% | $3,722+51.1% |
| Participant deferral / active EE | $3,755 | $2,940+27.7% | $4,123-8.9% | $5,343-29.7% |
| Admin fee / account holder | $96 | $263-63.4% | $5,150-98.1% | $332-71.0% |