Filed December 31, 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. $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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,948 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 · EIN 82-1434504 | Advisory (Plan) | $62,500 |
Filed as: ONEDIGITAL Service code 28 200 GALLERIA PKWY SE, SUITE 1950 · ATLANTA, GA 30339 | Investment Management | $50,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,692 | $2,679,533-96.8% | $164,813-48.0% | $199,593-57.1% |
| Participation rate | 40.6% | 78.3%-37.7pp | 78.6%-38.0pp | 72.0%-31.4pp |
| Annual return | 13.99% | 17.93%-3.9pp | 69.93%-55.9pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,043 | $2,970-64.9% | $4,341-76.0% | $3,034-65.6% |
| Participant deferral / active EE | $3,228 | $5,010-35.6% | $6,031-46.5% | $5,087-36.6% |
| Admin fee / account holder | $158 | $1,982-92.0% | $12,690-98.8% | $269-41.2% |