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 CO11+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $133,438 |
BAIRD FUNDS11+ years Filed as: ROBERT W BAIRD & COMPANY INC Service code 16 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $81,830 |
GRANT THORNTON LLP11+ years Service code 10 · EIN 36-6055558 | Accounting | $18,200 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,207 | $95,880+48.3% | $107,525+32.3% | $85,563+66.2% |
| Participation rate | 99.3% | 70.1%+29.1pp | 75.1%+24.2pp | 66.0%+33.3pp |
| Annual return | 17.09% | 68.06%-51.0pp | 181.32%-164.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $3,356 | $3,812-12.0% | $3,754-10.6% | $2,654+26.5% |
| Participant deferral / active EE | $8,994 | $4,201+114.1% | $5,116+75.8% | $4,375+105.6% |
| Admin fee / account holder | $240 | $1,025-76.6% | $8,919-97.3% | $834-71.3% |