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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,965 |
Filed as: ONEAMERICA INVESTMENT ADVISORY Service code 26 · EIN 81-3920167 | Advisory (Participants) | $5,956 |
MATRIX TRUST COMPANY5 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 | $162,287 | $81,248+99.7% | $155,509+4.4% | $80,856+100.7% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.5pp | 67.6%+30.0pp |
| Annual return | 15.70% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $8,374 | $3,100+170.1% | $4,672+79.2% | $2,755+204.0% |
| Participant deferral / active EE | $9,197 | $3,452+166.5% | $5,626+63.5% | $4,296+114.1% |
| Admin fee / account holder | $323 | $7,997-96.0% | $15,912-98.0% | $6,918-95.3% |