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 CO11+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $286,110 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $70,545 |
SIKICH LLP1 year Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $23,400 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $9,759 |
MATRIX TRUST COMPANY5 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 | $98,335 | $128,899-23.7% | $113,168-13.1% | $102,872-4.4% |
| Participation rate | 99.1% | 87.0%+12.1pp | 76.6%+22.5pp | 73.0%+26.1pp |
| Annual return | 14.90% | 15.88%-1.0pp | 24.27%-9.4pp | 19.06%-4.2pp |
| Employer contribution / active EE | $2,417 | $3,713-34.9% | $2,975-18.7% | $3,526-31.4% |
| Participant deferral / active EE | $7,079 | $6,787+4.3% | $5,107+38.6% | $5,535+27.9% |
| Admin fee / account holder | $160 | $129+23.4% | $12,068-98.7% | $292-45.4% |