Filed August 1, 2002
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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $259,179 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $90,192 |
SIKICH LLP8+ years Service code 10 · EIN 36-3168081 | Accounting | $20,830 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $17,401 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,361 | $104,697-16.6% | $96,544-9.5% | $80,160+9.0% |
| Participation rate | 97.0% | 86.4%+10.6pp | 76.0%+21.0pp | 72.9%+24.0pp |
| Annual return | -2.76% | 21.78%-24.5pp | 25.84%-28.6pp | 40.38%-43.1pp |
| Employer contribution / active EE | $2,567 | $3,536-27.4% | $2,965-13.4% | $2,978-13.8% |
| Participant deferral / active EE | $6,738 | $6,188+8.9% | $4,851+38.9% | $5,017+34.3% |
| Admin fee / account holder | $172 | $107+61.6% | $8,252-97.9% | $145+19.0% |