Filed February 19, 2008 (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 | $101,778 |
ASCENSUS LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DRIVE · BROOKFIELD, WA 53045 | Advisory (Plan) | $55,000 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,325 |
MATRIX TRUST COMPANY3 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 | $140,676 | $82,978+69.5% | $130,231+8.0% | $74,419+89.0% |
| Participation rate | 94.7% | 73.7%+21.0pp | 76.3%+18.4pp | 70.7%+24.0pp |
| Annual return | 19.58% | 123.05%-103.5pp | 38.77%-19.2pp | 34.38%-14.8pp |
| Employer contribution / active EE | $4,312 | $3,391+27.1% | $4,126+4.5% | $2,637+63.5% |
| Participant deferral / active EE | $11,090 | $5,370+106.5% | $6,799+63.1% | $4,528+144.9% |
| Admin fee / account holder | $182 | $354-48.5% | $6,020-97.0% | $348-47.6% |