Filed December 30, 1992
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 | $34,303 |
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $30,699 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $25,687 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,581 | $82,978-57.1% | $130,231-72.7% | $74,419-52.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 76.3%+23.7pp | 70.7%+29.3pp |
| Annual return | 14.78% | 123.05%-108.3pp | 38.77%-24.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,941 | $3,391-42.8% | $4,126-53.0% | $2,637-26.4% |
| Participant deferral / active EE | $2,876 | $5,370-46.4% | $6,799-57.7% | $4,528-36.5% |
| Admin fee / account holder | $213 | $354-39.8% | $6,020-96.5% | $348-38.8% |