Filed August 1, 2016 (most recent of 2 filings on file)
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 | $15,963 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,960 | $60,323+554.7% | $81,812+382.8% | $74,495+430.2% |
| Participation rate | 98.1% | 62.9%+35.2pp | 72.3%+25.7pp | 67.2%+30.9pp |
| Annual return | 22.24% | 16.90%+5.3pp | 773.79%-751.5pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $21,008 | $2,620+701.8% | $2,912+621.4% | $2,623+700.9% |
| Participant deferral / active EE | $16,012 | $3,387+372.7% | $4,319+270.8% | $4,346+268.5% |
| Admin fee / account holder | $114 | $1,486-92.3% | $7,386-98.5% | $1,942-94.1% |