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 | $79,462 |
PRIVATE ADVISOR GROUP LLC8 years Filed as: PRIVATE ADVISOR GROUP Service code 28 65 MADISON AVE · MORRISTOWN, NJ 07960 | Investment Management | $68,205 |
MATRIX TRUST COMPANY3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,509 | $84,784+96.4% | $98,439+69.1% | $74,419+123.7% |
| Participation rate | 98.5% | 81.5%+17.0pp | 75.2%+23.3pp | 70.7%+27.8pp |
| Annual return | 14.35% | 20.59%-6.2pp | 21.16%-6.8pp | 34.38%-20.0pp |
| Employer contribution / active EE | $6,006 | $3,364+78.5% | $3,048+97.0% | $2,637+127.7% |
| Participant deferral / active EE | $6,094 | $5,218+16.8% | $4,738+28.6% | $4,528+34.6% |
| Admin fee / account holder | $309 | $204+51.1% | $8,948-96.5% | $348-11.2% |