Filed October 18, 2004 (most recent of 3 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 Service code 15 · EIN 46-5378846 | Recordkeeping | $128,691 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC. Service code 13 300 SOUTH CAMPBELL · SPRINGFIELD, MO 65806 | Contract Administrator | $76,315 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,419 | $110,299-48.8% | $102,423-44.9% | $199,593-71.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 21.61% | 35.73%-14.1pp | 29.32%-7.7pp | 34.25%-12.6pp |
| Employer contribution / active EE | $2,062 | $3,603-42.8% | $3,023-31.8% | $3,034-32.1% |
| Participant deferral / active EE | $5,953 | $6,376-6.6% | $5,053+17.8% | $5,087+17.0% |
| Admin fee / account holder | $120 | $122-2.2% | $9,451-98.7% | $269-55.5% |