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 | $60,856 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $38,699 |
MATRIX TRUST COMPANY2 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 | $38,591 | $89,588-56.9% | $136,007-71.6% | $77,643-50.3% |
| Participation rate | 90.1% | 74.3%+15.8pp | 76.5%+13.6pp | 70.6%+19.5pp |
| Annual return | 13.07% | 17.42%-4.3pp | 579.32%-566.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,742 | $3,491-50.1% | $4,217-58.7% | $2,726-36.1% |
| Participant deferral / active EE | $2,560 | $5,591-54.2% | $7,025-63.6% | $4,647-44.9% |
| Admin fee / account holder | $226 | $539-58.1% | $6,858-96.7% | $430-47.5% |