Filed December 21, 1992
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 |
|---|---|---|
FIRST NATIONAL BANK IN SIOUX FALLS10+ years Service code 21 100 SOUTH PHILLIPS AVE · SIOUX FALLS, SD 57104 | Bank Trustee | $158,676 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,646 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,047 | $50,815+376.3% | $155,509+55.6% | $77,643+211.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.04% | 34.80%-19.8pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $10,791 | $1,993+441.6% | $4,672+131.0% | $2,726+295.9% |
| Participant deferral / active EE | $3,494 | $2,822+23.8% | $5,626-37.9% | $4,647-24.8% |
| Admin fee / account holder | $371 | $437-15.1% | $15,912-97.7% | $430-13.8% |