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 | $46,196 |
MATRIX TRUST COMPANY4 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 | $141,465 | $78,485+80.2% | $106,213+33.2% | $74,495+89.9% |
| Participation rate | 98.3% | 72.8%+25.5pp | 75.3%+23.0pp | 67.2%+31.1pp |
| Annual return | 22.89% | 15.95%+6.9pp | 116.14%-93.3pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $4,471 | $2,523+77.2% | $3,171+41.0% | $2,623+70.5% |
| Participant deferral / active EE | $5,888 | $4,322+36.2% | $5,016+17.4% | $4,346+35.5% |
| Admin fee / account holder | $186 | $2,232-91.7% | $11,033-98.3% | $1,942-90.4% |