Filed August 18, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,456 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); In... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,644 | $104,475-1.8% | $159,436-35.6% | $79,386+29.3% |
| Participation rate | 98.5% | 76.6%+21.9pp | 82.8%+15.7pp | 70.7%+27.8pp |
| Annual return | 16.06% | 67.95%-51.9pp | 263.57%-247.5pp | 116.85%-100.8pp |
| Employer contribution / active EE | $6,953 | $3,417+103.5% | $4,829+44.0% | $2,427+186.4% |
| Participant deferral / active EE | $8,786 | $6,467+35.8% | $7,352+19.5% | $4,046+117.2% |
| Admin fee / account holder | $209 | $711-70.7% | $10,799-98.1% | $626-66.7% |