Filed October 18, 2004
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $109,115 |
Filed as: ONEDIGITIAL INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $35,100 |
HANCOCK ASKEW & CO., LLP2+ years Filed as: HANCOCK ASKEW & CO., LLC Service code 10 · EIN 58-0662558 | Accounting | $9,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,764 | $81,357-16.7% | $75,972-10.8% | $199,593-66.0% |
| Participation rate | 70.1% | 69.9%+0.1pp | 69.1%+1.0pp | 72.0%-1.9pp |
| Annual return | 12.33% | 16.32%-4.0pp | 359.55%-347.2pp | 34.25%-21.9pp |
| Employer contribution / active EE | $1,099 | $3,341-67.1% | $2,685-59.1% | $3,034-63.8% |
| Participant deferral / active EE | $4,187 | $4,710-11.1% | $4,255-1.6% | $5,087-17.7% |
| Admin fee / account holder | $162 | $144+12.1% | $6,467-97.5% | $269-39.8% |