Filed August 18, 2016
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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,741 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Float revenue; Trustee (bank, trust c... | $0 |
MATRIX TRUST COMPANY3 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 | $85,830 | $84,487+1.6% | $125,339-31.5% | $66,914+28.3% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.3pp | 69.8%+26.9pp |
| Annual return | -17.85% | -8.39%-9.5pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $7,385 | $3,553+107.9% | $4,814+53.4% | $2,544+190.3% |
| Participant deferral / active EE | $8,701 | $6,781+28.3% | $7,446+16.8% | $4,237+105.4% |
| Admin fee / account holder | $137 | $685-80.0% | $10,010-98.6% | $593-76.9% |