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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $78,263 |
PRIVATE ADVISOR GROUP LLC9 years Filed as: PRIVATE ADVISOR GROUP Service code 28 65 MADISON AVE · MORRISTOWN, NJ 07960 | Investment Management | $54,453 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $167,229 | $92,055+81.7% | $106,213+57.4% | $77,643+115.4% |
| Participation rate | 99.5% | 81.0%+18.5pp | 75.3%+24.2pp | 70.6%+28.9pp |
| Annual return | 10.53% | 17.91%-7.4pp | 116.14%-105.6pp | 31.24%-20.7pp |
| Employer contribution / active EE | $6,407 | $3,367+90.3% | $3,171+102.0% | $2,726+135.0% |
| Participant deferral / active EE | $6,151 | $5,386+14.2% | $5,016+22.6% | $4,647+32.4% |
| Admin fee / account holder | $260 | $219+18.8% | $11,033-97.6% | $430-39.5% |