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 | $54,202 |
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 | $121,855 | $71,516+70.4% | $98,439+23.8% | $71,457+70.5% |
| Participation rate | 98.9% | 72.7%+26.2pp | 75.2%+23.8pp | 67.9%+31.0pp |
| Annual return | 14.49% | 32.41%-17.9pp | 21.16%-6.7pp | 28.85%-14.4pp |
| Employer contribution / active EE | $4,246 | $2,399+77.0% | $3,048+39.3% | $2,588+64.1% |
| Participant deferral / active EE | $5,511 | $4,109+34.1% | $4,738+16.3% | $4,289+28.5% |
| Admin fee / account holder | $230 | $1,675-86.3% | $8,948-97.4% | $1,587-85.5% |