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. $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 | $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% |