Filed February 1, 2006
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 |
|---|---|---|
Service code 15 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Recordkeeping | $15,144 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $11,939 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,224 | $65,435-49.2% | $86,677-61.7% | $66,914-50.3% |
| Participation rate | 96.3% | 75.5%+20.8pp | 76.6%+19.7pp | 69.8%+26.5pp |
| Annual return | -13.29% | -10.89%-2.4pp | 35.91%-49.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,399 | $2,153-35.0% | $2,836-50.7% | $2,544-45.0% |
| Participant deferral / active EE | $4,141 | $4,100+1.0% | $4,656-11.1% | $4,237-2.3% |
| Admin fee / account holder | $202 | $642-68.5% | $7,493-97.3% | $593-65.9% |