Filed July 10, 2008
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 | $82,093 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,627 | $79,124-70.1% | $60,874-61.2% | $64,808-63.5% |
| Participation rate | 99.5% | 77.7%+21.8pp | 73.1%+26.4pp | 71.5%+28.1pp |
| Annual return | -18.24% | -7.13%-11.1pp | 16.90%-35.1pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1,255 | $3,050-58.8% | $2,701-53.5% | $2,506-49.9% |
| Participant deferral / active EE | $1,985 | $3,725-46.7% | $3,817-48.0% | $4,310-53.9% |
| Admin fee / account holder | $131 | $106+23.5% | $3,224-96.0% | $188-30.5% |