Filed October 19, 2000
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 | $47,124 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant 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 | $64,954 | $88,982-27.0% | $102,438-36.6% | $77,671-16.4% |
| Participation rate | 78.6% | 80.9%-2.3pp | 76.5%+2.1pp | 70.6%+8.0pp |
| Annual return | 11.90% | 25.01%-13.1pp | 29.37%-17.5pp | 31.21%-19.3pp |
| Employer contribution / active EE | $610 | $2,698-77.4% | $3,024-79.8% | $2,726-77.6% |
| Participant deferral / active EE | $3,244 | $5,144-36.9% | $5,054-35.8% | $4,648-30.2% |
| Admin fee / account holder | $101 | $236-57.2% | $9,448-98.9% | $430-76.6% |