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 | $166,233 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC. Service code 13 300 SOUTH CAMPBELL · SPRINGFIELD, MO 65806 | Contract Administrator | $82,251 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Custo... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,335 | $128,899-49.3% | $113,168-42.3% | $102,872-36.5% |
| Participation rate | 97.8% | 87.0%+10.8pp | 76.6%+21.3pp | 73.0%+24.8pp |
| Annual return | 6.87% | 15.88%-9.0pp | 24.27%-17.4pp | 19.06%-12.2pp |
| Employer contribution / active EE | $2,263 | $3,713-39.1% | $2,975-23.9% | $3,526-35.8% |
| Participant deferral / active EE | $6,401 | $6,787-5.7% | $5,107+25.3% | $5,535+15.6% |
| Admin fee / account holder | $153 | $129+18.2% | $12,068-98.7% | $292-47.7% |