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 | $58,996 |
ALPHA INVESTMENT CONSULTING GROUP10+ years Service code 28 · EIN 39-1859759 | Investment Management | $16,850 |
MATRIX TRUST COMPANY4 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 | $200,163 | $79,171+152.8% | $102,423+95.4% | $74,495+168.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.80% | 54.93%-42.1pp | 29.32%-16.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $7,980 | $2,362+237.8% | $3,023+163.9% | $2,623+204.2% |
| Participant deferral / active EE | $6,424 | $4,415+45.5% | $5,053+27.1% | $4,346+47.8% |
| Admin fee / account holder | $408 | $2,001-79.6% | $9,451-95.7% | $1,942-79.0% |