Filed October 2, 2017 (most recent of 2 filings on file)
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 SECURITIES INC Service code 27 250 W NORTH ST · INDIANAPOLIS, IN 46202 | Advisory (Plan) | $2,335 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $279 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,573 | $123,793-40.6% | $177,821-58.6% | $79,858-7.9% |
| Participation rate | 95.6% | 84.7%+10.9pp | 87.7%+7.9pp | 69.6%+26.0pp |
| Annual return | 18.76% | 22.82%-4.1pp | 48.32%-29.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,642 | $4,095-35.5% | $5,918-55.4% | $2,471+6.9% |
| Participant deferral / active EE | $5,107 | $5,956-14.3% | $7,714-33.8% | $3,740+36.6% |
| Admin fee / account holder | $417 | $7,243-94.2% | $12,427-96.6% | $5,306-92.1% |