Filed October 18, 2004
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 | $54,191 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,701 | $84,487+78.4% | $125,339+20.2% | $66,914+125.2% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | -12.31% | -8.39%-3.9pp | 572.05%-584.4pp | 1.58%-13.9pp |
| Employer contribution / active EE | $9 | $3,553-99.8% | $4,814-99.8% | $2,544-99.7% |
| Participant deferral / active EE | $9,854 | $6,781+45.3% | $7,446+32.3% | $4,237+132.6% |
| Admin fee / account holder | $191 | $685-72.0% | $10,010-98.1% | $593-67.7% |