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 | $51,473 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return 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 | $173,871 | $91,407+90.2% | $135,903+27.9% | $71,457+143.3% |
| Participation rate | 93.5% | 75.7%+17.9pp | 81.9%+11.6pp | 67.9%+25.6pp |
| Annual return | 8.02% | 29.90%-21.9pp | 68.23%-60.2pp | 28.85%-20.8pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,288 | $7,092+73.3% | $7,758+58.4% | $4,289+186.5% |
| Admin fee / account holder | $196 | $1,266-84.5% | $10,762-98.2% | $1,587-87.7% |