Filed March 15, 2006
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 | $41,606 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 4969 US HIGHWAY 42, STE 1200 · LOUISVILLE, KY 40222 | Advisory (Plan) | $11,885 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $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 | $151,405 | $88,982+70.2% | $102,438+47.8% | $77,671+94.9% |
| Participation rate | 79.2% | 80.9%-1.8pp | 76.5%+2.7pp | 70.6%+8.6pp |
| Annual return | 16.10% | 25.01%-8.9pp | 29.37%-13.3pp | 31.21%-15.1pp |
| Employer contribution / active EE | $6,934 | $2,698+157.0% | $3,024+129.3% | $2,726+154.3% |
| Participant deferral / active EE | $3,066 | $5,144-40.4% | $5,054-39.3% | $4,648-34.0% |
| Admin fee / account holder | $69 | $236-70.8% | $9,448-99.3% | $430-84.0% |