Filed November 3, 2013 (most recent of 2 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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $68,883 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $49,329 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $322,344 | $51,197+529.6% | $82,719+289.7% | $66,914+381.7% |
| Participation rate | 99.4% | 67.8%+31.6pp | 72.6%+26.9pp | 69.8%+29.6pp |
| Annual return | -18.83% | -9.64%-9.2pp | 701.18%-720.0pp | 1.58%-20.4pp |
| Employer contribution / active EE | $11,329 | $2,611+333.9% | $3,009+276.5% | $2,544+345.3% |
| Participant deferral / active EE | $9,799 | $3,458+183.4% | $4,395+123.0% | $4,237+131.3% |
| Admin fee / account holder | $514 | $416+23.7% | $5,329-90.4% | $593-13.4% |