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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $93,114 |
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 | $72,626 | $56,503+28.5% | $70,092+3.6% | $64,808+12.1% |
| Participation rate | 87.9% | 70.5%+17.5pp | 70.5%+17.5pp | 71.5%+16.5pp |
| Annual return | -16.60% | -13.44%-3.2pp | 190.73%-207.3pp | 32.82%-49.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,881 | $3,389+44.0% | $3,849+26.8% | $4,310+13.2% |
| Admin fee / account holder | $220 | $160+37.0% | $6,267-96.5% | $188+17.0% |