Filed July 21, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,721 |
Filed as: ONEAMERICA INVESTMENT ADVISORY Service code 26 · EIN 81-3920167 | Advisory (Participants) | $7,497 |
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 | $176,166 | $92,971+89.5% | $96,683+82.2% | $74,419+136.7% |
| Participation rate | 82.8% | 71.5%+11.3pp | 74.3%+8.5pp | 70.7%+12.1pp |
| Annual return | 19.05% | 37.49%-18.4pp | 35.69%-16.6pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,596 | $3,426-53.4% | $3,737-57.3% | $2,637-39.5% |
| Participant deferral / active EE | $5,530 | $3,970+39.3% | $4,878+13.4% | $4,528+22.1% |
| Admin fee / account holder | $161 | $633-74.6% | $6,730-97.6% | $348-53.8% |