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 | $31,920 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $0 |
MATRIX TRUST COMPANY4 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 | $109,868 | $91,407+20.2% | $135,903-19.2% | $71,457+53.8% |
| Participation rate | 96.1% | 75.7%+20.5pp | 81.9%+14.2pp | 67.9%+28.2pp |
| Annual return | 18.76% | 29.90%-11.1pp | 68.23%-49.5pp | 28.85%-10.1pp |
| Employer contribution / active EE | $7,639 | $3,703+106.3% | $4,856+57.3% | $2,588+195.2% |
| Participant deferral / active EE | $9,057 | $7,092+27.7% | $7,758+16.7% | $4,289+111.2% |
| Admin fee / account holder | $156 | $1,266-87.7% | $10,762-98.6% | $1,587-90.2% |