Filed December 7, 1992 (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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $88,526 |
NFP RETIREMENT INC8+ years Filed as: NFP CORPORATE SERVICES MN Service code 27 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $49,185 |
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.)
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 | $157,062 | $64,119+145.0% | $112,228+39.9% | $66,914+134.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.91% | -13.81%-1.1pp | 27.45%-42.4pp | 1.58%-16.5pp |
| Employer contribution / active EE | $14,131 | $3,005+370.2% | $3,635+288.8% | $2,544+455.4% |
| Participant deferral / active EE | $9,906 | $3,693+168.2% | $4,728+109.5% | $4,237+133.8% |
| Admin fee / account holder | $389 | $625-37.8% | $6,410-93.9% | $593-34.4% |