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 TRUST9+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 36-2868317 | Investment Management | $197,543 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $124,262 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $11,300 |
MATRIX TRUST COMPANY3 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.)
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 | $118,530 | $84,784+39.8% | $98,439+20.4% | $74,419+59.3% |
| Participation rate | 96.2% | 81.5%+14.6pp | 75.2%+21.0pp | 70.7%+25.4pp |
| Annual return | 28.02% | 20.59%+7.4pp | 21.16%+6.9pp | 34.38%-6.4pp |
| Employer contribution / active EE | $7,750 | $3,364+130.4% | $3,048+154.3% | $2,637+193.9% |
| Participant deferral / active EE | $6,867 | $5,218+31.6% | $4,738+44.9% | $4,528+51.7% |
| Admin fee / account holder | $313 | $204+53.3% | $8,948-96.5% | $348-9.9% |