Filed September 16, 1992
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 9-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 |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Service code 27 500 W MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $32,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,078 |
MATRIX TRUST COMPANY4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,624 | $88,083+51.7% | $164,813-18.9% | $74,495+79.4% |
| Participation rate | 92.2% | 73.0%+19.1pp | 78.6%+13.6pp | 67.2%+25.0pp |
| Annual return | 9.45% | 17.26%-7.8pp | 69.93%-60.5pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $3,781 | $2,593+45.8% | $4,341-12.9% | $2,623+44.1% |
| Participant deferral / active EE | $5,813 | $4,498+29.2% | $6,031-3.6% | $4,346+33.8% |
| Admin fee / account holder | $425 | $2,234-81.0% | $12,690-96.6% | $1,942-78.1% |