Filed January 25, 1995
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 | $232,625 |
FIDUCIENT ADVISORS LLC4 years Service code 27 500 W MADISON STREET · CHICAGO, IA 60661 | Advisory (Plan) | $96,187 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $34,277 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST COMPANY N.A. Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST COMPANY NA 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 | $122,680 | $148,970-17.6% | $136,007-9.8% | $199,768-38.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 10.79% | 27.07%-16.3pp | 579.32%-568.5pp | 34.26%-23.5pp |
| Employer contribution / active EE | $9,783 | $3,561+174.7% | $4,215+132.1% | $3,037+222.2% |
| Participant deferral / active EE | $6,361 | $6,140+3.6% | $7,024-9.4% | $5,090+25.0% |
| Admin fee / account holder | $197 | $144+36.8% | $6,858-97.1% | $269-26.8% |