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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $72,859 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant 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 | $41,144 | $91,762-55.2% | $67,502-39.0% | $77,643-47.0% |
| Participation rate | 76.5% | 75.9%+0.6pp | 72.9%+3.7pp | 70.6%+6.0pp |
| Annual return | 14.22% | 14.87%-0.7pp | 3512.12%-3497.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,014 | $3,181-68.1% | $2,731-62.9% | $2,726-62.8% |
| Participant deferral / active EE | $1,684 | $3,903-56.8% | $4,000-57.9% | $4,647-63.8% |
| Admin fee / account holder | $140 | $176-20.4% | $3,998-96.5% | $430-67.4% |