Filed January 6, 2006
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $88,233 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,008 | $62,127+36.8% | $81,382+4.5% | $74,495+14.1% |
| Participation rate | 80.3% | 64.0%+16.2pp | 69.5%+10.8pp | 67.2%+13.1pp |
| Annual return | 12.79% | 16.48%-3.7pp | 24.73%-11.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $4,474 | $1,882+137.7% | $2,463+81.6% | $2,623+70.6% |
| Participant deferral / active EE | $6,076 | $3,229+88.2% | $3,883+56.5% | $4,346+39.8% |
| Admin fee / account holder | $235 | $1,934-87.9% | $5,768-95.9% | $1,942-87.9% |