Filed October 20, 2011 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 28 69 SWIFT STREET, 4TH FLOOR · BURLINGTON, VT 054021095 | Investment Management | $91,420 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,087 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,674 | $133,040+28.3% | $119,258+43.1% | $79,386+115.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 82.7%+17.3pp | 70.7%+29.3pp |
| Annual return | 12.80% | 20.05%-7.2pp | 30.69%-17.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $5,911 | $4,390+34.7% | $4,384+34.8% | $2,427+143.5% |
| Participant deferral / active EE | $8,434 | $6,448+30.8% | $6,111+38.0% | $4,046+108.5% |
| Admin fee / account holder | $687 | $686+0.1% | $7,226-90.5% | $626+9.6% |