Filed March 24, 2006
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 | $52,923 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 21 · EIN 20-8764829 | Bank Trustee | $48,595 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,449 | $86,655+13.6% | $119,609-17.7% | $66,914+47.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -16.81% | -8.00%-8.8pp | -14.97%-1.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $5,888 | $2,536+132.2% | $4,232+39.1% | $2,544+131.4% |
| Participant deferral / active EE | $8,939 | $4,358+105.1% | $5,602+59.6% | $4,237+111.0% |
| Admin fee / account holder | $523 | $755-30.7% | $10,323-94.9% | $593-11.8% |