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 | $22,652 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $13,780 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $384 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,502 | $76,050-53.3% | $96,544-63.2% | $71,457-50.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 13.11% | 22.81%-9.7pp | 25.84%-12.7pp | 28.85%-15.7pp |
| Employer contribution / active EE | $1,354 | $2,244-39.7% | $2,965-54.3% | $2,588-47.7% |
| Participant deferral / active EE | $4,126 | $4,215-2.1% | $4,851-14.9% | $4,289-3.8% |
| Admin fee / account holder | $279 | $2,707-89.7% | $8,252-96.6% | $1,587-82.4% |