Filed October 18, 2004
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 |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 28 · EIN 06-1397347 | Investment Management | $9,055 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $8,668 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,477 | $65,061+0.6% | $143,757-54.5% | $66,914-2.1% |
| Participation rate | 84.7% | 65.2%+19.5pp | 80.3%+4.4pp | 69.8%+14.9pp |
| Annual return | -15.73% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,103 | $2,361-10.9% | $4,951-57.5% | $2,544-17.3% |
| Participant deferral / active EE | $3,152 | $2,919+8.0% | $5,637-44.1% | $4,237-25.6% |
| Admin fee / account holder | $94 | $502-81.2% | $14,673-99.4% | $593-84.1% |