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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $253,509 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $72,059 |
SIKICH LLP9+ years Service code 10 · EIN 36-3168081 | Accounting | $22,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 · EIN 06-1050034 | Advisory (Plan) | $11,684 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $6,331 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,199 | $110,299-20.0% | $102,423-13.9% | $199,593-55.8% |
| Participation rate | 98.3% | 86.3%+12.1pp | 76.5%+21.9pp | 72.0%+26.4pp |
| Annual return | 15.01% | 35.73%-20.7pp | 29.32%-14.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $2,451 | $3,603-32.0% | $3,023-18.9% | $3,034-19.2% |
| Participant deferral / active EE | $6,353 | $6,376-0.4% | $5,053+25.7% | $5,087+24.9% |
| Admin fee / account holder | $150 | $122+22.9% | $9,451-98.4% | $269-44.1% |