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 8-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 | $10,189 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,210 | $65,435-32.4% | $86,677-49.0% | $66,914-33.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -14.55% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,873 | $2,153+33.4% | $2,836+1.3% | $2,544+12.9% |
| Participant deferral / active EE | $2,958 | $4,100-27.8% | $4,656-36.5% | $4,237-30.2% |
| Admin fee / account holder | $109 | $642-83.1% | $7,493-98.6% | $593-81.7% |