Filed October 19, 2004 (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 | $98,624 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $97,858 | $71,142+37.6% | $119,609-18.2% | $64,808+51.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -13.52% | -10.01%-3.5pp | -14.97%+1.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,278 | $2,497-8.8% | $4,232-46.2% | $2,506-9.1% |
| Participant deferral / active EE | $8,356 | $4,490+86.1% | $5,602+49.2% | $4,310+93.9% |
| Admin fee / account holder | $117 | $162-27.5% | $10,323-98.9% | $188-37.4% |