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 | $245,469 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $6,641 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,795 | $46,292+642.7% | $143,757+139.1% | $64,808+430.5% |
| Participation rate | 94.7% | 64.2%+30.5pp | 80.3%+14.4pp | 71.5%+23.3pp |
| Annual return | -15.18% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $21,292 | $1,910+1015.0% | $4,951+330.1% | $2,506+749.7% |
| Participant deferral / active EE | $17,912 | $2,646+577.1% | $5,637+217.8% | $4,310+315.6% |
| Admin fee / account holder | $496 | $154+222.6% | $14,673-96.6% | $188+164.2% |