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 | $45,441 |
MARINER LLC8 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $27,956 |
MATRIX TRUST COMPANY4 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 | $374,298 | $78,485+376.9% | $106,213+252.4% | $74,495+402.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 22.64% | 15.95%+6.7pp | 116.14%-93.5pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $14,559 | $2,523+477.1% | $3,171+359.1% | $2,623+455.1% |
| Participant deferral / active EE | $5,393 | $4,322+24.8% | $5,016+7.5% | $4,346+24.1% |
| Admin fee / account holder | $298 | $2,232-86.6% | $11,033-97.3% | $1,942-84.6% |