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 | $17,401 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,470 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY4 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 | $55,334 | $61,272-9.7% | $149,673-63.0% | $71,457-22.6% |
| Participation rate | 93.1% | 62.5%+30.6pp | 78.8%+14.3pp | 67.9%+25.2pp |
| Annual return | 12.05% | 35.85%-23.8pp | 134.42%-122.4pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,765 | $2,378-25.8% | $4,818-63.4% | $2,588-31.8% |
| Participant deferral / active EE | $3,408 | $2,917+16.8% | $5,680-40.0% | $4,289-20.5% |
| Admin fee / account holder | $174 | $1,261-86.2% | $13,210-98.7% | $1,587-89.0% |