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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,936 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS Service code 28 · EIN 06-1397347 | Investment Management | $20,000 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (other than ... | $0 |
MATRIX TRUST COMPANY2 years 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 | $70,615 | $61,272+15.2% | $149,673-52.8% | $71,457-1.2% |
| Participation rate | 85.8% | 62.5%+23.3pp | 78.8%+7.0pp | 67.9%+17.9pp |
| Annual return | 16.36% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,111 | $2,378-11.2% | $4,818-56.2% | $2,588-18.4% |
| Participant deferral / active EE | $3,146 | $2,917+7.8% | $5,680-44.6% | $4,289-26.6% |
| Admin fee / account holder | $236 | $1,261-81.3% | $13,210-98.2% | $1,587-85.1% |