Filed July 18, 2006 (most recent of 2 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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $84,736 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,296 | $117,025-11.7% | $91,541+12.8% | $85,563+20.7% |
| Participation rate | 90.8% | 64.2%+26.5pp | 69.8%+21.0pp | 66.0%+24.8pp |
| Annual return | 16.59% | 18.02%-1.4pp | 20.50%-3.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $0 | $2,120-100.0% | $2,505-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,723 | $3,446+66.1% | $4,008+42.8% | $4,375+30.8% |
| Admin fee / account holder | $195 | $1,242-84.3% | $6,956-97.2% | $834-76.6% |