Filed January 19, 2006
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 |
|---|---|---|
COMPASS CAPITAL MANAGEMENT INC8+ years Filed as: COMPASS CAPITAL MANAGEMENT INC. Service code 28 · EIN 41-1611668 | Investment Management | $289,515 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $27,663 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $484,245 | $65,061+644.3% | $143,757+236.8% | $66,914+623.7% |
| Participation rate | 98.8% | 65.2%+33.6pp | 80.3%+18.5pp | 69.8%+29.0pp |
| Annual return | -16.99% | -11.14%-5.9pp | -0.04%-16.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $12,147 | $2,361+414.6% | $4,951+145.3% | $2,544+377.4% |
| Participant deferral / active EE | $7,693 | $2,919+163.5% | $5,637+36.5% | $4,237+81.6% |
| Admin fee / account holder | $1,518 | $502+202.3% | $14,673-89.7% | $593+155.8% |