Filed February 22, 2010
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 | $76,334 |
HECK CAPITAL ADVISORS8+ years Service code 28 15 E ANDERSON ST · RHINELANDER, WI 54501 | Investment Management | $48,297 |
MATRIX TRUST COMPANY2 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 | $61,652 | $71,142-13.3% | $119,609-48.5% | $64,808-4.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -16.76% | -10.01%-6.7pp | -14.97%-1.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,301 | $2,497+32.2% | $4,232-22.0% | $2,506+31.7% |
| Participant deferral / active EE | $4,468 | $4,490-0.5% | $5,602-20.2% | $4,310+3.7% |
| Admin fee / account holder | $215 | $162+32.5% | $10,323-97.9% | $188+14.4% |