Filed November 7, 2000
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 | $235,884 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $28,000 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,832 | $95,918-51.2% | $151,611-69.1% | $77,904-39.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -15.76% | -5.50%-10.3pp | 3.33%-19.1pp | 12.21%-28.0pp |
| Employer contribution / active EE | $2,429 | $4,330-43.9% | $6,166-60.6% | $2,848-14.7% |
| Participant deferral / active EE | $5,630 | $7,508-25.0% | $8,363-32.7% | $4,806+17.1% |
| Admin fee / account holder | $141 | $93+50.8% | $11,616-98.8% | $133+6.1% |