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-DEALER9+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $248,556 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $20,603 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (securities); Direct paymen... | $0 |
MATRIX TRUST COMPANY2 years 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 | $419,021 | $47,126+789.2% | $149,673+180.0% | $74,419+463.1% |
| Participation rate | 97.6% | 63.4%+34.2pp | 78.8%+18.8pp | 70.7%+26.8pp |
| Annual return | 18.47% | 22.75%-4.3pp | 134.42%-115.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $40,031 | $1,905+2001.0% | $4,818+730.9% | $2,637+1417.8% |
| Participant deferral / active EE | $18,635 | $2,728+583.1% | $5,680+228.1% | $4,528+311.5% |
| Admin fee / account holder | $604 | $343+76.2% | $13,210-95.4% | $348+73.6% |