Filed July 29, 2006
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 | $88,835 |
BAIRD FUNDS8+ years Filed as: ROBERT W BAIRD & COMPANY INC Service code 16 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $73,006 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $12,376 |
MATRIX TRUST COMPANY2 years 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 | $98,130 | $106,236-7.6% | $112,228-12.6% | $64,808+51.4% |
| Participation rate | 99.2% | 71.7%+27.6pp | 75.1%+24.2pp | 71.5%+27.8pp |
| Annual return | -18.40% | -6.02%-12.4pp | 27.45%-45.9pp | 32.82%-51.2pp |
| Employer contribution / active EE | $2,569 | $3,166-18.9% | $3,635-29.3% | $2,506+2.5% |
| Participant deferral / active EE | $6,990 | $3,785+84.7% | $4,728+47.8% | $4,310+62.2% |
| Admin fee / account holder | $218 | $452-51.7% | $6,410-96.6% | $188+16.1% |