Filed January 30, 1995
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 | $155,741 |
KOVITZ INVESTMENT GROUP4 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 · EIN 47-5657416 | Investment Management | $61,092 |
Filed as: ONEAMERICA INV ADVISORY SERVICES LL Service code 28 · EIN 81-3920167 | Investment Management | $56,570 |
Filed as: RAYMOND JAMES Service code 26 P.O. BOX 23641 · ST. PETERSBURG, FL 337429968 | Advisory (Participants) | $29,303 |
Service code 26 1440 ARROWHEAD DR · MAUMEE, OH 435374016 | Advisory (Participants) | $20,461 |
LPL FINANCIAL2 years Service code 26 28300 KENSINGTON LANE · PERRYSBURG, OH 43551 | Advisory (Participants) | $18,054 |
WEALTH ADVISORS GROUP5 years Service code 26 12726 COLDWATER ROAD · FORT WAYNE, IN 46845 | Advisory (Participants) | $8,119 |
BOLLIN WEALTH MANAGEMENT1 year Service code 26 842 W SOUTH BOUNDARY ST. · PERRYSBURG, OH 43551 | Advisory (Participants) | $6,323 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY NA Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,260 | $45,000+156.1% | $143,757-19.8% | $77,904+48.0% |
| Participation rate | 90.1% | 66.8%+23.3pp | 80.3%+9.8pp | 73.7%+16.4pp |
| Annual return | -17.78% | 29.03%-46.8pp | -0.04%-17.7pp | 12.21%-30.0pp |
| Employer contribution / active EE | $4,584 | $1,870+145.2% | $4,951-7.4% | $2,848+61.0% |
| Participant deferral / active EE | $4,458 | $3,157+41.2% | $5,637-20.9% | $4,806-7.2% |
| Admin fee / account holder | $222 | $98+125.7% | $14,673-98.5% | $133+67.6% |