Filed November 3, 2013
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 Service code 15 · EIN 46-5378846 | Recordkeeping | $11,182 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,101 | $42,353+20.7% | $79,550-35.8% | $64,808-21.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -13.99% | -12.24%-1.8pp | 0.16%-14.2pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,284 | $1,181+8.8% | $2,413-46.8% | $2,506-48.8% |
| Participant deferral / active EE | $6,258 | $3,170+97.4% | $3,985+57.0% | $4,310+45.2% |
| Admin fee / account holder | $60 | $160-62.3% | $6,832-99.1% | $188-68.0% |