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 | $78,120 |
HECK CAPITAL ADVISORS9+ years Service code 28 15 E ANDERSON ST · RHINELANDER, WI 54501 | Investment Management | $48,743 |
MATRIX TRUST COMPANY3 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 | $66,053 | $91,372-27.7% | $129,995-49.2% | $74,419-11.2% |
| Participation rate | 98.8% | 77.8%+21.0pp | 78.5%+20.3pp | 70.7%+28.1pp |
| Annual return | 18.11% | 23.21%-5.1pp | -137.18%+155.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,193 | $2,563+24.5% | $4,320-26.1% | $2,637+21.1% |
| Participant deferral / active EE | $4,488 | $4,721-4.9% | $5,820-22.9% | $4,528-0.9% |
| Admin fee / account holder | $192 | $283-32.2% | $10,614-98.2% | $348-44.7% |