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 | $22,357 |
Service code 27 7333 E DOUBLETREE RANCH RD STE 120 · SCOTTSDALE, AZ 852582051 | Advisory (Plan) | $18,609 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Float revenue; Custodial (other than ... | $0 |
MATRIX TRUST COMPANY1 year 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 | $56,234 | $58,879-4.5% | $178,490-68.5% | $73,488-23.5% |
| Participation rate | 75.3% | 66.2%+9.1pp | 81.9%-6.6pp | 70.7%+4.6pp |
| Annual return | 11.85% | 24.86%-13.0pp | 151.07%-139.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,401 | $2,236+7.4% | $5,011-52.1% | $2,270+5.8% |
| Participant deferral / active EE | $3,087 | $2,567+20.2% | $5,202-40.7% | $3,740-17.4% |
| Admin fee / account holder | $261 | $400-34.7% | $13,984-98.1% | $513-49.1% |