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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $175,979 |
FIDUCIENT ADVISORS LLC1 year Service code 28 500 W MADISON ST SUITE 3260 · CHICAGO, IL 60661 | Investment Management | $74,600 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $23,200 |
MATRIX TRUST COMPANY4 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 | $123,838 | $92,055+34.5% | $106,213+16.6% | $77,643+59.5% |
| Participation rate | 97.5% | 81.0%+16.5pp | 75.3%+22.3pp | 70.6%+27.0pp |
| Annual return | 12.86% | 17.91%-5.0pp | 116.14%-103.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $4,690 | $3,367+39.3% | $3,171+47.9% | $2,726+72.1% |
| Participant deferral / active EE | $7,323 | $5,386+36.0% | $5,016+46.0% | $4,647+57.6% |
| Admin fee / account holder | $247 | $219+12.6% | $11,033-97.8% | $430-42.7% |