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 | $110,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,399 | $52,293-11.3% | $178,490-74.0% | $73,409-36.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 15.71% | 34.75%-19.0pp | 151.07%-135.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,655 | $1,735+53.0% | $5,011-47.0% | $2,234+18.9% |
| Participant deferral / active EE | $3,197 | $2,332+37.1% | $5,202-38.5% | $3,805-16.0% |
| Admin fee / account holder | $132 | $127+3.5% | $13,984-99.1% | $158-16.5% |