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 | $92,941 |
MATRIX TRUST COMPANY4 years Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY N.A. Service code 21 · EIN 75-3182674 11 WEST MONROE STREET · CHICAGO, IL 30603 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,730 | $88,890-19.3% | $102,423-30.0% | $77,643-7.6% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 22.08% | 24.98%-2.9pp | 29.32%-7.2pp | 31.24%-9.2pp |
| Employer contribution / active EE | $2,057 | $2,698-23.7% | $3,023-32.0% | $2,726-24.5% |
| Participant deferral / active EE | $4,539 | $5,145-11.8% | $5,053-10.2% | $4,647-2.3% |
| Admin fee / account holder | $97 | $235-58.6% | $9,451-99.0% | $430-77.4% |