Filed May 27, 1
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: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $22,540 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,396 |
Filed as: VOYA FINANCIAL SERVICES Service code 27 · EIN 71-0294708 | Advisory (Plan) | $2,010 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,607 | $49,915-26.7% | $154,803-76.4% | $74,304-50.7% |
| Participation rate | 47.0% | 54.0%-7.0pp | 78.1%-31.1pp | 60.3%-13.4pp |
| Annual return | 18.05% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,056 | $1,611-34.5% | $4,305-75.5% | $2,241-52.9% |
| Participant deferral / active EE | $2,104 | $2,255-6.7% | $5,540-62.0% | $3,767-44.2% |
| Admin fee / account holder | $300 | $2,189-86.3% | $14,329-97.9% | $2,969-89.9% |