Filed August 1, 2006 (most recent of 4 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 | $53,499 |
MHK ADVISOR GROUP8+ years Service code 28 9701 BRADER WAY, STE 202 · MIDDLETON, WI 53562 | Investment Management | $48,358 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY NA Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,167 | $47,898-22.4% | $117,472-68.4% | $64,808-42.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 70.6%+29.4pp | 71.5%+28.5pp |
| Annual return | -17.96% | -15.54%-2.4pp | 29.74%-47.7pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,812 | $1,774+2.1% | $4,176-56.6% | $2,506-27.7% |
| Participant deferral / active EE | $6,454 | $3,151+104.8% | $4,070+58.6% | $4,310+49.7% |
| Admin fee / account holder | $194 | $132+47.2% | $5,645-96.6% | $188+3.3% |