Filed February 8, 2023
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 | $45,760 |
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 | $172,529 | $95,416+80.8% | $185,823-7.2% | $85,850+101.0% |
| Participation rate | 98.7% | 68.8%+30.0pp | 81.7%+17.0pp | 69.3%+29.4pp |
| Annual return | 15.04% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $8,185 | $3,314+147.0% | $5,167+58.4% | $2,565+219.1% |
| Participant deferral / active EE | $9,115 | $3,423+166.3% | $5,568+63.7% | $3,952+130.7% |
| Admin fee / account holder | $341 | $7,213-95.3% | $16,237-97.9% | $6,260-94.5% |