Filed March 7, 1996
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 | $55,375 |
Service code 28 · EIN 39-1859759 | Investment Management | $22,745 |
MATRIX TRUST COMPANY2 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,830 | $65,435+138.1% | $86,677+79.8% | $66,914+132.9% |
| Participation rate | 99.4% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -13.95% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $7,274 | $2,153+237.8% | $2,836+156.4% | $2,544+185.9% |
| Participant deferral / active EE | $5,064 | $4,100+23.5% | $4,656+8.8% | $4,237+19.5% |
| Admin fee / account holder | $397 | $642-38.2% | $7,493-94.7% | $593-33.2% |