Filed October 18, 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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $190,625 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 13-2919773 | Advisory (Plan) | $55,595 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 · EIN 43-1947695 | Accounting | $50,503 |
MATRIX TRUST COMPANY3 years 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $632,381 | $95,274+563.8% | $135,903+365.3% | $74,419+749.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.78% | 32.77%-15.0pp | 68.23%-50.4pp | 34.38%-16.6pp |
| Employer contribution / active EE | $20,440 | $3,874+427.6% | $4,856+320.9% | $2,637+675.0% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $566 | $266+112.9% | $10,762-94.7% | $348+62.9% |