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 | $64,663 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,153 | $83,884-60.5% | $64,056-48.2% | $74,419-55.5% |
| Participation rate | 92.7% | 76.6%+16.1pp | 72.3%+20.4pp | 70.7%+22.0pp |
| Annual return | 19.31% | 16.57%+2.7pp | 33.69%-14.4pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,102 | $3,084-64.3% | $2,747-59.9% | $2,637-58.2% |
| Participant deferral / active EE | $1,789 | $3,692-51.6% | $3,880-53.9% | $4,528-60.5% |
| Admin fee / account holder | $115 | $196-41.3% | $3,068-96.2% | $348-66.9% |