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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $44,577 |
MATRIX TRUST COMPANY4 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 | $239,035 | $79,171+201.9% | $102,423+133.4% | $74,495+220.9% |
| Participation rate | 97.9% | 74.8%+23.1pp | 76.5%+21.4pp | 67.2%+30.7pp |
| Annual return | 12.76% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $6,308 | $2,362+167.0% | $3,023+108.6% | $2,623+140.5% |
| Participant deferral / active EE | $8,430 | $4,415+90.9% | $5,053+66.8% | $4,346+94.0% |
| Admin fee / account holder | $200 | $2,001-90.0% | $9,451-97.9% | $1,942-89.7% |