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 | $22,290 |
Service code 27 7333 E DOUBLETREE RANCH RD STE 120 · SCOTTSDALE, AZ 852582051 | Advisory (Plan) | $21,547 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,757 | $61,156-0.7% | $185,823-67.3% | $79,386-23.5% |
| Participation rate | 88.6% | 66.6%+22.0pp | 81.7%+6.9pp | 70.7%+17.9pp |
| Annual return | 8.00% | 19.45%-11.5pp | 122.05%-114.1pp | 116.85%-108.9pp |
| Employer contribution / active EE | $1,745 | $2,321-24.8% | $5,167-66.2% | $2,427-28.1% |
| Participant deferral / active EE | $3,833 | $2,789+37.5% | $5,568-31.2% | $4,046-5.3% |
| Admin fee / account holder | $277 | $710-61.0% | $16,237-98.3% | $626-55.8% |