Filed April 1, 2008 (most recent of 3 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 |
|---|---|---|
WESTWOOD TRUST8+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 36-2868317 | Investment Management | $210,846 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $106,471 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,396 | $81,908+16.5% | $90,749+5.1% | $64,808+47.2% |
| Participation rate | 97.1% | 80.5%+16.6pp | 75.7%+21.4pp | 71.5%+25.6pp |
| Annual return | -19.83% | -12.53%-7.3pp | -12.16%-7.7pp | 32.82%-52.6pp |
| Employer contribution / active EE | $3,990 | $3,065+30.2% | $2,921+36.6% | $2,506+59.2% |
| Participant deferral / active EE | $6,185 | $4,840+27.8% | $4,564+35.5% | $4,310+43.5% |
| Admin fee / account holder | $319 | $157+102.9% | $8,445-96.2% | $188+69.8% |