Filed June 7, 2013 (most recent of 3 filings on file)
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 | $117,356 |
SPECTRUM INVESTMENT ADVISORS8+ years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 WEST MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $60,000 |
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 | $55,663 | $56,503-1.5% | $70,092-20.6% | $64,808-14.1% |
| Participation rate | 95.3% | 70.5%+24.8pp | 70.5%+24.8pp | 71.5%+23.9pp |
| Annual return | -13.11% | -13.44%+0.3pp | 190.73%-203.8pp | 32.82%-45.9pp |
| Employer contribution / active EE | $2,034 | $2,046-0.6% | $2,559-20.5% | $2,506-18.8% |
| Participant deferral / active EE | $4,713 | $3,389+39.1% | $3,849+22.5% | $4,310+9.3% |
| Admin fee / account holder | $171 | $160+6.5% | $6,267-97.3% | $188-9.1% |