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 | $97,993 |
SPECTRUM INVESTMENT ADVISORS9+ years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 WEST MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $60,000 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,975 | $69,823-8.4% | $77,163-17.1% | $74,419-14.0% |
| Participation rate | 88.9% | 70.0%+18.9pp | 69.6%+19.3pp | 70.7%+18.2pp |
| Annual return | 15.92% | 19.98%-4.1pp | 37.87%-21.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,048 | $2,150-4.8% | $2,535-19.2% | $2,637-22.4% |
| Participant deferral / active EE | $4,690 | $3,558+31.8% | $3,833+22.3% | $4,528+3.6% |
| Admin fee / account holder | $144 | $398-63.8% | $5,472-97.4% | $348-58.7% |