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 | $19,066 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,109 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY3 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 | $55,165 | $65,061-15.2% | $143,757-61.6% | $66,914-17.6% |
| Participation rate | 90.8% | 65.2%+25.7pp | 80.3%+10.5pp | 69.8%+21.0pp |
| Annual return | -7.24% | -11.14%+3.9pp | -0.04%-7.2pp | 1.58%-8.8pp |
| Employer contribution / active EE | $1,715 | $2,361-27.4% | $4,951-65.4% | $2,544-32.6% |
| Participant deferral / active EE | $3,288 | $2,919+12.7% | $5,637-41.7% | $4,237-22.4% |
| Admin fee / account holder | $202 | $502-59.7% | $14,673-98.6% | $593-65.9% |