Filed January 5, 2011
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 | $30,703 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SERV Service code 27 · EIN 81-3920167 | Advisory (Plan) | $3,562 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,214 | $88,083-29.4% | $164,813-62.3% | $74,495-16.5% |
| Participation rate | 99.2% | 73.0%+26.1pp | 78.6%+20.5pp | 67.2%+32.0pp |
| Annual return | 12.05% | 17.26%-5.2pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,764 | $2,593+6.6% | $4,341-36.3% | $2,623+5.4% |
| Participant deferral / active EE | $7,374 | $4,498+63.9% | $6,031+22.3% | $4,346+69.7% |
| Admin fee / account holder | $197 | $2,234-91.2% | $12,690-98.4% | $1,942-89.9% |