Filed November 26, 2008 (most recent of 3 filings on file)
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 | $38,468 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $24,894 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,821 | $71,516+361.2% | $98,439+235.1% | $71,457+361.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 20.59% | 32.41%-11.8pp | 21.16%-0.6pp | 28.85%-8.3pp |
| Employer contribution / active EE | $15,418 | $2,399+542.7% | $3,048+405.8% | $2,588+495.8% |
| Participant deferral / active EE | $5,915 | $4,109+44.0% | $4,738+24.8% | $4,289+37.9% |
| Admin fee / account holder | $268 | $1,675-84.0% | $8,948-97.0% | $1,587-83.1% |