Filed March 1, 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.
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 |
|---|---|---|
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $313,187 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $301,195 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,748 | $83,057-25.7% | $143,757-57.0% | $89,394-30.9% |
| Participation rate | 74.2% | 74.0%+0.2pp | 80.3%-6.1pp | 71.3%+3.0pp |
| Annual return | -14.80% | -13.97%-0.8pp | -0.04%-14.8pp | -11.89%-2.9pp |
| Employer contribution / active EE | $2,146 | $2,095+2.4% | $4,951-56.7% | $3,022-29.0% |
| Participant deferral / active EE | $3,707 | $4,281-13.4% | $5,637-34.2% | $5,123-27.6% |
| Admin fee / account holder | $54 | $83-35.4% | $14,673-99.6% | $79-32.5% |