Filed July 25, 2006 (most recent of 3 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $137,236 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,595 | $115,744+24.9% | $100,383+44.0% | $199,768-27.6% |
| Participation rate | 97.6% | 85.7%+12.0pp | 81.5%+16.1pp | 72.0%+25.6pp |
| Annual return | 16.28% | 17.79%-1.5pp | 49.26%-33.0pp | 34.26%-18.0pp |
| Employer contribution / active EE | $2,533 | $3,657-30.7% | $3,944-35.8% | $3,037-16.6% |
| Participant deferral / active EE | $7,914 | $9,844-19.6% | $8,086-2.1% | $5,090+55.5% |
| Admin fee / account holder | $96 | $93+3.8% | $7,900-98.8% | $269-64.2% |