Filed December 1, 2012 (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 CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $151,875 |
MATRIX TRUST COMPANY4 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 | $51,515 | $53,199-3.2% | $155,567-66.9% | $199,768-74.2% |
| Participation rate | 38.8% | 64.1%-25.3pp | 78.2%-39.3pp | 72.0%-33.2pp |
| Annual return | 13.24% | 41.17%-27.9pp | 64.74%-51.5pp | 34.26%-21.0pp |
| Employer contribution / active EE | $1,360 | $1,852-26.6% | $4,674-70.9% | $3,037-55.2% |
| Participant deferral / active EE | $2,141 | $3,163-32.3% | $5,628-62.0% | $5,090-57.9% |
| Admin fee / account holder | $113 | $186-38.9% | $15,916-99.3% | $269-57.9% |