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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $444,423 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $242,387 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; D... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,194 | $68,330+13.0% | $149,673-48.4% | $96,393-19.9% |
| Participation rate | 61.5% | 74.6%-13.1pp | 78.8%-17.3pp | 71.3%-9.8pp |
| Annual return | 19.04% | 29.64%-10.6pp | 134.42%-115.4pp | 22.88%-3.8pp |
| Employer contribution / active EE | $1,877 | $2,139-12.3% | $4,818-61.0% | $3,238-42.0% |
| Participant deferral / active EE | $3,294 | $4,422-25.5% | $5,680-42.0% | $5,455-39.6% |
| Admin fee / account holder | $63 | $52+22.0% | $13,210-99.5% | $74-14.2% |