Filed February 21, 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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $9,128 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANANGEMENT Service code 26 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,863 | $78,485+34.9% | $106,213-0.3% | $74,495+42.1% |
| Participation rate | 86.0% | 72.8%+13.2pp | 75.3%+10.7pp | 67.2%+18.8pp |
| Annual return | 59.36% | 15.95%+43.4pp | 116.14%-56.8pp | 1364.94%-1305.6pp |
| Employer contribution / active EE | $4,936 | $2,523+95.7% | $3,171+55.6% | $2,623+88.2% |
| Participant deferral / active EE | $6,128 | $4,322+41.8% | $5,016+22.2% | $4,346+41.0% |
| Admin fee / account holder | $44 | $2,232-98.0% | $11,033-99.6% | $1,942-97.7% |