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 | $86,880 |
MATRIX TRUST COMPANY3 years Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY N.A. 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 | $57,861 | $99,078-41.6% | $96,544-40.1% | $74,419-22.2% |
| Participation rate | 97.5% | 80.7%+16.8pp | 76.0%+21.5pp | 70.7%+26.7pp |
| Annual return | 14.39% | 22.48%-8.1pp | 25.84%-11.5pp | 34.38%-20.0pp |
| Employer contribution / active EE | $2,013 | $2,570-21.7% | $2,965-32.1% | $2,637-23.7% |
| Participant deferral / active EE | $4,426 | $4,933-10.3% | $4,851-8.7% | $4,528-2.2% |
| Admin fee / account holder | $88 | $225-60.8% | $8,252-98.9% | $348-74.7% |