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 | $47,487 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,246 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY4 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 | $75,946 | $47,126+61.2% | $149,673-49.3% | $74,419+2.1% |
| Participation rate | 83.6% | 63.4%+20.2pp | 78.8%+4.8pp | 70.7%+12.8pp |
| Annual return | 18.46% | 22.75%-4.3pp | 134.42%-116.0pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,369 | $1,905+24.3% | $4,818-50.8% | $2,637-10.2% |
| Participant deferral / active EE | $5,424 | $2,728+98.9% | $5,680-4.5% | $4,528+19.8% |
| Admin fee / account holder | $220 | $343-35.9% | $13,210-98.3% | $348-36.9% |