Filed August 4, 2009 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $239,323 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,851 |
Filed as: ONE DIGITAL TOPCO LLC Service code 27 · EIN 85-3439612 | Advisory (Plan) | $23,438 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,901 | $95,918-54.2% | $151,611-71.0% | $77,904-43.6% |
| Participation rate | 96.2% | 88.7%+7.5pp | 87.5%+8.7pp | 73.7%+22.5pp |
| Annual return | -17.14% | -5.50%-11.6pp | 3.33%-20.5pp | 12.21%-29.3pp |
| Employer contribution / active EE | $2,922 | $4,330-32.5% | $6,166-52.6% | $2,848+2.6% |
| Participant deferral / active EE | $4,124 | $7,508-45.1% | $8,363-50.7% | $4,806-14.2% |
| Admin fee / account holder | $78 | $93-16.8% | $11,616-99.3% | $133-41.5% |