Filed September 26, 2016
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 | $80,241 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER ROAD, STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $40,000 |
STRAIGHTLINE7 years Service code 27 165 KIRTS BLVD · TROY, MI 48084 | Advisory (Plan) | $14,438 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,956 | $106,110-39.7% | $147,005-56.5% | $77,671-17.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.11% | 56.77%-44.7pp | 418.76%-406.7pp | 31.21%-19.1pp |
| Employer contribution / active EE | $355 | $4,065-91.3% | $4,934-92.8% | $2,726-87.0% |
| Participant deferral / active EE | $4,782 | $7,992-40.2% | $8,070-40.7% | $4,648+2.9% |
| Admin fee / account holder | $265 | $338-21.5% | $13,006-98.0% | $430-38.4% |