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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $163,404 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $65,000 |
Filed as: ONEAMERICA INV ADV SERVICES, LLC Service code 28 · EIN 81-3920167 | Investment Management | $25,100 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $3,017 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $77,905 | $160,882-51.6% | $200,582-61.2% | $102,872-24.3% |
| Participation rate | 96.6% | 91.2%+5.5pp | 86.9%+9.7pp | 73.0%+23.6pp |
| Annual return | 28.87% | 18.15%+10.7pp | 42.33%-13.5pp | 19.06%+9.8pp |
| Employer contribution / active EE | $2,701 | $5,602-51.8% | $6,419-57.9% | $3,526-23.4% |
| Participant deferral / active EE | $6,320 | $9,300-32.0% | $9,331-32.3% | $5,535+14.2% |
| Admin fee / account holder | $112 | $125-10.0% | $16,305-99.3% | $292-61.6% |