Filed March 22, 2005
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 13 · EIN 46-5378846 11 WEST MONROE STREET · CHICAGO, IL 30603 | Contract Administrator | $94,855 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 11 WEST MONROE STREET · CHICAGO, IL 30603 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,668 | $72,254-29.9% | $86,677-41.5% | $64,808-21.8% |
| Participation rate | 97.3% | 80.4%+16.9pp | 76.6%+20.8pp | 71.5%+25.9pp |
| Annual return | -17.46% | 392.42%-409.9pp | 35.91%-53.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,973 | $2,393-17.5% | $2,836-30.4% | $2,506-21.3% |
| Participant deferral / active EE | $4,342 | $4,658-6.8% | $4,656-6.7% | $4,310+0.7% |
| Admin fee / account holder | $95 | $174-45.5% | $7,493-98.7% | $188-49.5% |