Filed June 16, 2005 (most recent of 2 filings on file)
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 | $49,810 |
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 | $212,732 | $65,435+225.1% | $86,677+145.4% | $66,914+217.9% |
| Participation rate | 99.5% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.7pp |
| Annual return | -15.07% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,247 | $2,153+97.2% | $2,836+49.7% | $2,544+66.9% |
| Participant deferral / active EE | $8,141 | $4,100+98.6% | $4,656+74.9% | $4,237+92.2% |
| Admin fee / account holder | $226 | $642-64.7% | $7,493-97.0% | $593-61.8% |