Filed November 19, 2004
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 | $56,045 |
MATRIX TRUST COMPANY2 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 | $120,764 | $72,607+66.3% | $90,749+33.1% | $66,914+80.5% |
| Participation rate | 97.3% | 73.7%+23.7pp | 75.7%+21.6pp | 69.8%+27.5pp |
| Annual return | -14.72% | -12.28%-2.4pp | -12.16%-2.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $4,130 | $2,369+74.4% | $2,921+41.4% | $2,544+62.3% |
| Participant deferral / active EE | $5,054 | $3,977+27.1% | $4,564+10.7% | $4,237+19.3% |
| Admin fee / account holder | $247 | $707-65.1% | $8,445-97.1% | $593-58.4% |