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 | $76,158 |
MARKS PANETH LLP6+ years Service code 10 · EIN 11-3518842 | Accounting | $43,085 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 13-2919773 | Advisory (Plan) | $16,952 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $689,591 | $104,475+560.1% | $159,436+332.5% | $79,386+768.7% |
| Participation rate | 95.3% | 76.6%+18.7pp | 82.8%+12.5pp | 70.7%+24.6pp |
| Annual return | 27.28% | 67.95%-40.7pp | 263.57%-236.3pp | 116.85%-89.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $17,523 | $6,467+170.9% | $7,352+138.3% | $4,046+333.1% |
| Admin fee / account holder | $616 | $711-13.3% | $10,799-94.3% | $626-1.6% |