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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $103,305 |
TIAA10+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $7,048 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $1,264 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,788 | $96,018-11.7% | $65,493+29.5% | $85,563-0.9% |
| Participation rate | 98.2% | 74.8%+23.3pp | 73.1%+25.1pp | 66.0%+32.2pp |
| Annual return | 11.72% | 14.51%-2.8pp | 982.45%-970.7pp | 31.51%-19.8pp |
| Employer contribution / active EE | $4,594 | $3,235+42.0% | $2,574+78.5% | $2,654+73.1% |
| Participant deferral / active EE | $6,454 | $4,055+59.2% | $3,961+62.9% | $4,375+47.5% |
| Admin fee / account holder | $210 | $271-22.5% | $5,028-95.8% | $834-74.9% |