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 | $169,486 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $61,950 |
Filed as: ONEAMERICA INV ADV SERVICES, LLC Service code 28 · EIN 81-3920167 | Investment Management | $25,000 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,699 | $122,693-39.1% | $184,203-59.4% | $199,593-62.6% |
| Participation rate | 98.4% | 86.8%+11.6pp | 86.8%+11.6pp | 72.0%+26.4pp |
| Annual return | 13.90% | 143.91%-130.0pp | 28.81%-14.9pp | 34.25%-20.4pp |
| Employer contribution / active EE | $3,629 | $4,584-20.8% | $6,427-43.5% | $3,034+19.6% |
| Participant deferral / active EE | $7,366 | $7,990-7.8% | $9,131-19.3% | $5,087+44.8% |
| Admin fee / account holder | $143 | $121+18.8% | $13,901-99.0% | $269-46.7% |