Filed February 10, 2009
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 | $44,800 |
Service code 27 · EIN 86-0588303 | Advisory (Plan) | $36,981 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (other than securities); Fl... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,421 | $52,293-13.1% | $178,490-74.6% | $73,409-38.1% |
| Participation rate | 59.2% | 65.3%-6.2pp | 81.9%-22.7pp | 72.2%-13.0pp |
| Annual return | 12.52% | 34.75%-22.2pp | 151.07%-138.6pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,310 | $1,735-24.5% | $5,011-73.9% | $2,234-41.3% |
| Participant deferral / active EE | $2,787 | $2,332+19.5% | $5,202-46.4% | $3,805-26.8% |
| Admin fee / account holder | $206 | $127+61.7% | $13,984-98.5% | $158+30.4% |