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 | $47,432 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $47,195 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,507 | $50,815+78.1% | $155,509-41.8% | $77,643+16.6% |
| Participation rate | 85.8% | 63.1%+22.6pp | 78.2%+7.6pp | 70.6%+15.2pp |
| Annual return | 14.47% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,642 | $1,993+32.6% | $4,672-43.4% | $2,726-3.1% |
| Participant deferral / active EE | $5,736 | $2,822+103.3% | $5,626+2.0% | $4,647+23.4% |
| Admin fee / account holder | $248 | $437-43.3% | $15,912-98.4% | $430-42.4% |