Filed October 16, 2002
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 SERVICE, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $36,069 |
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 5700 W 12TH STREET SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $33,687 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMANY Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,896 | $79,124+33.8% | $60,874+74.0% | $64,808+63.4% |
| Participation rate | 73.5% | 77.7%-4.2pp | 73.1%+0.4pp | 71.5%+2.1pp |
| Annual return | -12.04% | -7.13%-4.9pp | 16.90%-28.9pp | 32.82%-44.9pp |
| Employer contribution / active EE | $1,138 | $3,050-62.7% | $2,701-57.9% | $2,506-54.6% |
| Participant deferral / active EE | $2,596 | $3,725-30.3% | $3,817-32.0% | $4,310-39.8% |
| Admin fee / account holder | $242 | $106+128.9% | $3,224-92.5% | $188+28.8% |