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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $114,032 |
SPECTRUM INVESTMENT ADVISORS10+ years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 WEST MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $58,670 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years 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 | $65,743 | $76,173-13.7% | $81,382-19.2% | $199,593-67.1% |
| Participation rate | 96.7% | 76.3%+20.4pp | 69.5%+27.2pp | 72.0%+24.7pp |
| Annual return | 12.01% | 15.59%-3.6pp | 24.73%-12.7pp | 34.25%-22.2pp |
| Employer contribution / active EE | $2,192 | $2,792-21.5% | $2,463-11.0% | $3,034-27.8% |
| Participant deferral / active EE | $5,115 | $4,201+21.7% | $3,883+31.7% | $5,087+0.5% |
| Admin fee / account holder | $141 | $146-3.4% | $5,768-97.6% | $269-47.5% |