Filed June 22, 2010 (most recent of 2 filings on file)
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 | $85,392 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,122 | $37,196+2.5% | $154,107-75.3% | $55,725-31.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 158.89% | 1319.68%-1160.8pp | 735.12%-576.2pp | 244.93%-86.0pp |
| Employer contribution / active EE | $2,188 | $1,614+35.6% | $5,298-58.7% | $2,078+5.3% |
| Participant deferral / active EE | $2,731 | $2,068+32.0% | $5,081-46.3% | $3,356-18.6% |
| Admin fee / account holder | $131 | $102+28.9% | $13,411-99.0% | $115+13.7% |