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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 13 · EIN 46-5378846 11 WEST MONROE STREET · CHICAGO, IL 30603 | Contract Administrator | $95,641 |
MATRIX TRUST COMPANY5 years Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY3 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 | $73,323 | $98,727-25.7% | $113,168-35.2% | $85,563-14.3% |
| Participation rate | 96.6% | 80.8%+15.8pp | 76.6%+20.1pp | 66.0%+30.7pp |
| Annual return | 14.22% | 17.43%-3.2pp | 24.27%-10.0pp | 31.51%-17.3pp |
| Employer contribution / active EE | $2,216 | $2,907-23.8% | $2,975-25.5% | $2,654-16.5% |
| Participant deferral / active EE | $4,764 | $5,424-12.2% | $5,107-6.7% | $4,375+8.9% |
| Admin fee / account holder | $91 | $357-74.4% | $12,068-99.2% | $834-89.1% |