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 INC9+ years Filed as: COMPASS CAPITAL MANAGEMENT INC. Service code 28 · EIN 41-1611668 | Investment Management | $283,047 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $24,292 |
MATRIX TRUST COMPANY3 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,553 | $61,272+725.1% | $149,673+237.8% | $71,457+607.5% |
| Participation rate | 98.3% | 62.5%+35.8pp | 78.8%+19.5pp | 67.9%+30.3pp |
| Annual return | 16.42% | 35.85%-19.4pp | 134.42%-118.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $11,751 | $2,378+394.1% | $4,818+143.9% | $2,588+354.1% |
| Participant deferral / active EE | $7,999 | $2,917+174.2% | $5,680+40.8% | $4,289+86.5% |
| Admin fee / account holder | $1,464 | $1,261+16.0% | $13,210-88.9% | $1,587-7.8% |