Filed October 28, 2015
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, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $66,471 |
CERITY PARTNERS6 years Service code 28 · EIN 35-2467663 | Investment Management | $27,040 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $276,785 | $60,323+358.8% | $81,812+238.3% | $74,495+271.5% |
| Participation rate | 99.0% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.8pp |
| Annual return | 13.40% | 16.90%-3.5pp | 773.79%-760.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $13,826 | $2,620+427.6% | $2,912+374.7% | $2,623+427.1% |
| Participant deferral / active EE | $13,116 | $3,387+287.2% | $4,319+203.7% | $4,346+201.8% |
| Admin fee / account holder | $659 | $1,486-55.7% | $7,386-91.1% | $1,942-66.1% |