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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $47,304 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,819 | $84,556+120.9% | $116,228+60.7% | $74,304+151.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 12.53% | 18.35%-5.8pp | 90.06%-77.5pp | 29.43%-16.9pp |
| Employer contribution / active EE | $4,702 | $2,168+116.9% | $2,994+57.0% | $2,241+109.8% |
| Participant deferral / active EE | $6,194 | $3,814+62.4% | $4,953+25.1% | $3,767+64.4% |
| Admin fee / account holder | $227 | $3,792-94.0% | $11,989-98.1% | $2,969-92.3% |