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 | $85,430 |
BAIRD FUNDS9+ years Filed as: ROBERT W BAIRD & COMPANY INC Service code 16 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $69,334 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $14,645 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $114,322 | $92,971+23.0% | $96,683+18.2% | $74,419+53.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 21.77% | 37.49%-15.7pp | 35.69%-13.9pp | 34.38%-12.6pp |
| Employer contribution / active EE | $2,979 | $3,426-13.0% | $3,737-20.3% | $2,637+12.9% |
| Participant deferral / active EE | $7,812 | $3,970+96.8% | $4,878+60.2% | $4,528+72.5% |
| Admin fee / account holder | $194 | $633-69.4% | $6,730-97.1% | $348-44.3% |