Filed December 19, 2011
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 8-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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $73,583 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $41,734 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,756 | $47,126+1.3% | $149,673-68.1% | $74,419-35.8% |
| Participation rate | 94.3% | 63.4%+30.9pp | 78.8%+15.5pp | 70.7%+23.5pp |
| Annual return | 16.55% | 22.75%-6.2pp | 134.42%-117.9pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,133 | $1,905+11.9% | $4,818-55.7% | $2,637-19.1% |
| Participant deferral / active EE | $5,476 | $2,728+100.7% | $5,680-3.6% | $4,528+20.9% |
| Admin fee / account holder | $147 | $343-57.2% | $13,210-98.9% | $348-57.8% |