Filed October 18, 2019 (most recent of 4 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: INTELLICENTS INVESTMENT SOLUTIONS Service code 24 · EIN 41-1812533 | Discretionary Trustee | $70,253 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $37,987 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (securities); Soft dollars ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,267 | $122,239-33.5% | $184,203-55.9% | $74,495+9.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.79% | 19.95%-7.2pp | 28.81%-16.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $5,193 | $4,537+14.5% | $6,427-19.2% | $2,623+98.0% |
| Participant deferral / active EE | $5,183 | $7,139-27.4% | $9,131-43.2% | $4,346+19.3% |
| Admin fee / account holder | $378 | $1,260-70.0% | $13,901-97.3% | $1,942-80.5% |