Filed August 1, 2018
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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434504 | Advisory (Participants) | $39,287 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,301 |
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 | $78,988 | $122,239-35.4% | $184,200-57.1% | $74,546+6.0% |
| Participation rate | 95.3% | 85.5%+9.9pp | 86.8%+8.5pp | 67.2%+28.1pp |
| Annual return | 14.67% | 19.95%-5.3pp | 28.80%-14.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $2,622 | $4,537-42.2% | $6,424-59.2% | $2,624-0.1% |
| Participant deferral / active EE | $4,137 | $7,139-42.1% | $9,132-54.7% | $4,347-4.8% |
| Admin fee / account holder | $511 | $1,260-59.4% | $13,907-96.3% | $1,944-73.7% |