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 | $27,912 |
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 | $76,786 | $73,823+4.0% | $379,746-79.8% | $73,488+4.5% |
| Participation rate | 83.2% | 73.1%+10.1pp | 78.4%+4.8pp | 70.7%+12.6pp |
| Annual return | 20.65% | 29.06%-8.4pp | 34.90%-14.3pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,934 | $2,472-21.8% | $3,540-45.4% | $2,270-14.8% |
| Participant deferral / active EE | $3,160 | $4,038-21.8% | $6,024-47.6% | $3,740-15.5% |
| Admin fee / account holder | $151 | $607-75.1% | $7,927-98.1% | $513-70.6% |