Filed June 30, 2006 (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 | $18,183 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,997 | $64,919-16.8% | $392,568-86.2% | $65,185-17.2% |
| Participation rate | 86.1% | 72.0%+14.1pp | 78.1%+8.1pp | 70.2%+15.9pp |
| Annual return | 23.13% | 26.09%-3.0pp | 24.42%-1.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $780 | $2,374-67.1% | $3,783-79.4% | $2,177-64.2% |
| Participant deferral / active EE | $2,827 | $3,668-22.9% | $5,985-52.8% | $3,514-19.5% |
| Admin fee / account holder | $85 | $634-86.5% | $6,260-98.6% | $847-89.9% |