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 | $46,906 |
Service code 28 · EIN 39-1859759 | Investment Management | $22,588 |
MATRIX TRUST COMPANY3 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 | $188,854 | $76,050+148.3% | $96,544+95.6% | $71,457+164.3% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.8pp | 67.9%+30.8pp |
| Annual return | 14.84% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $7,228 | $2,244+222.1% | $2,965+143.8% | $2,588+179.3% |
| Participant deferral / active EE | $5,558 | $4,215+31.8% | $4,851+14.6% | $4,289+29.6% |
| Admin fee / account holder | $368 | $2,707-86.4% | $8,252-95.5% | $1,587-76.8% |