Filed April 27, 2016
Total covered: 12 employees
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 8-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 | $316,167 |
WIPFLI LLP6 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $19,185 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $15,000 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,003 | $72,254-1.7% | $86,677-18.1% | $64,808+9.6% |
| Participation rate | 92.6% | 80.4%+12.2pp | 76.6%+16.0pp | 71.5%+21.1pp |
| Annual return | -15.49% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $814 | $2,393-66.0% | $2,836-71.3% | $2,506-67.5% |
| Participant deferral / active EE | $2,653 | $4,658-43.0% | $4,656-43.0% | $4,310-38.5% |
| Admin fee / account holder | $594 | $174+241.5% | $7,493-92.1% | $188+216.2% |