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 | $47,142 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,009 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Trustee (directed); Float revenue; Cu... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $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 | $63,066 | $46,292+36.2% | $143,757-56.1% | $64,808-2.7% |
| Participation rate | 70.3% | 64.2%+6.0pp | 80.3%-10.0pp | 71.5%-1.2pp |
| Annual return | -0.92% | -10.05%+9.1pp | -0.04%-0.9pp | 32.82%-33.7pp |
| Employer contribution / active EE | $1,918 | $1,910+0.4% | $4,951-61.3% | $2,506-23.5% |
| Participant deferral / active EE | $4,168 | $2,646+57.5% | $5,637-26.1% | $4,310-3.3% |
| Admin fee / account holder | $202 | $154+31.6% | $14,673-98.6% | $188+7.8% |