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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $92,088 |
BAIRD FUNDS10+ years Filed as: ROBERT W BAIRD & COMPANY INC Service code 16 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $87,178 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $15,578 |
MATRIX TRUST COMPANY4 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 | $131,875 | $82,917+59.0% | $103,333+27.6% | $77,643+69.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 16.69% | 19.13%-2.4pp | 24.88%-8.2pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,053 | $3,552-14.0% | $3,868-21.1% | $2,726+12.0% |
| Participant deferral / active EE | $8,837 | $4,108+115.1% | $5,057+74.7% | $4,647+90.1% |
| Admin fee / account holder | $214 | $638-66.5% | $8,355-97.4% | $430-50.4% |