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 | $119,480 |
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DRIVE · BROOKFIELD, WA 53045 | Advisory (Plan) | $55,908 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $6,090 |
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 | $142,545 | $89,588+59.1% | $136,007+4.8% | $77,643+83.6% |
| Participation rate | 97.4% | 74.3%+23.2pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 14.96% | 17.42%-2.5pp | 579.32%-564.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $4,869 | $3,491+39.5% | $4,217+15.5% | $2,726+78.6% |
| Participant deferral / active EE | $12,319 | $5,591+120.3% | $7,025+75.4% | $4,647+165.1% |
| Admin fee / account holder | $177 | $539-67.1% | $6,858-97.4% | $430-58.9% |