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 | $104,646 |
LPL FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,836 | $2,679,533-95.0% | $164,813-19.4% | $199,593-33.4% |
| Participation rate | 96.1% | 78.3%+17.8pp | 78.6%+17.5pp | 72.0%+24.1pp |
| Annual return | 15.10% | 17.93%-2.8pp | 69.93%-54.8pp | 34.25%-19.1pp |
| Employer contribution / active EE | $2,498 | $2,970-15.9% | $4,341-42.4% | $3,034-17.7% |
| Participant deferral / active EE | $8,078 | $5,010+61.2% | $6,031+33.9% | $5,087+58.8% |
| Admin fee / account holder | $124 | $1,982-93.7% | $12,690-99.0% | $269-53.8% |