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 | $15,722 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,344 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Trustee (directed); Custodial (other ... | $0 |
MATRIX TRUST COMPANY5 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 | $59,600 | $55,415+7.6% | $155,509-61.7% | $74,495-20.0% |
| Participation rate | 91.3% | 61.9%+29.4pp | 78.2%+13.1pp | 67.2%+24.1pp |
| Annual return | 8.73% | 268.50%-259.8pp | 64.67%-55.9pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $1,393 | $2,267-38.6% | $4,672-70.2% | $2,623-46.9% |
| Participant deferral / active EE | $3,311 | $2,836+16.8% | $5,626-41.1% | $4,346-23.8% |
| Admin fee / account holder | $190 | $1,738-89.1% | $15,912-98.8% | $1,942-90.2% |