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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO11+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $129,281 |
ASCENSUS LLC6 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Plan) | $57,498 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $15,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $500 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,823 | $130,267+11.9% | $145,661+0.1% | $102,872+41.8% |
| Participation rate | 55.6% | 83.3%-27.7pp | 77.2%-21.6pp | 73.0%-17.4pp |
| Annual return | 15.77% | 17.79%-2.0pp | 101.46%-85.7pp | 19.06%-3.3pp |
| Employer contribution / active EE | $0 | $4,061-100.0% | $4,238-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $7,074 | $6,550+8.0% | $7,198-1.7% | $5,535+27.8% |
| Admin fee / account holder | $184 | $396-53.5% | $12,466-98.5% | $292-37.0% |