Filed December 12, 2008
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 | $82,878 |
PRIVATE ADVISOR GROUP LLC7 years Filed as: PRIVATE ADVISOR GROUP Service code 28 65 MADISON AVE · MORRISTOWN, NJ 07960 | Investment Management | $69,881 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,058 | $81,908+82.0% | $90,749+64.3% | $64,808+130.0% |
| Participation rate | 97.7% | 80.5%+17.2pp | 75.7%+22.0pp | 71.5%+26.2pp |
| Annual return | -14.58% | -12.53%-2.0pp | -12.16%-2.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $5,508 | $3,065+79.7% | $2,921+88.6% | $2,506+119.8% |
| Participant deferral / active EE | $5,549 | $4,840+14.6% | $4,564+21.6% | $4,310+28.7% |
| Admin fee / account holder | $302 | $157+92.1% | $8,445-96.4% | $188+60.8% |