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 | $152,466 |
KOVITZ INVESTMENT GROUP5 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 · EIN 47-5657416 | Investment Management | $49,816 |
Filed as: ONEAMERICA INV ADVISORY SERVICES LL Service code 28 · EIN 81-3920167 | Investment Management | $38,550 |
LPL FINANCIAL3 years Service code 26 28300 KENSINGTON LANE · PERRYSBURG, OH 43551 | Advisory (Participants) | $18,510 |
Service code 26 1440 ARROWHEAD DR · MAUMEE, OH 435374016 | Advisory (Participants) | $18,322 |
Filed as: RAYMOND JAMES Service code 26 P.O. BOX 23641 · ST. PETERSBURG, FL 337429968 | Advisory (Participants) | $13,974 |
BOLLIN WEALTH MANAGEMENT2 years Service code 26 842 W SOUTH BOUNDARY ST. · PERRYSBURG, OH 43551 | Advisory (Participants) | $10,449 |
WEALTH ADVISORS GROUP6 years Service code 26 12726 COLDWATER ROAD · FORT WAYNE, IN 46845 | Advisory (Participants) | $7,833 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,851 | $50,127+163.0% | $149,673-11.9% | $80,160+64.5% |
| Participation rate | 91.2% | 64.3%+26.9pp | 78.8%+12.5pp | 72.9%+18.3pp |
| Annual return | 19.58% | 29.82%-10.2pp | 134.42%-114.8pp | 40.38%-20.8pp |
| Employer contribution / active EE | $4,631 | $1,865+148.4% | $4,818-3.9% | $2,978+55.5% |
| Participant deferral / active EE | $4,703 | $3,194+47.2% | $5,680-17.2% | $5,017-6.3% |
| Admin fee / account holder | $189 | $153+23.8% | $13,210-98.6% | $145+30.4% |