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 | $39,987 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 21 · EIN 20-8764829 | Bank Trustee | $15,406 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 19 | Securities Custodian | $0 |
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 | $107,872 | $82,978+30.0% | $129,995-17.0% | $71,457+51.0% |
| Participation rate | 94.4% | 74.1%+20.3pp | 78.5%+15.9pp | 67.9%+26.5pp |
| Annual return | 15.80% | 20.60%-4.8pp | -137.18%+153.0pp | 28.85%-13.1pp |
| Employer contribution / active EE | $6,341 | $2,622+141.9% | $4,320+46.8% | $2,588+145.1% |
| Participant deferral / active EE | $9,651 | $4,432+117.8% | $5,820+65.8% | $4,289+125.0% |
| Admin fee / account holder | $298 | $1,729-82.8% | $10,614-97.2% | $1,587-81.2% |