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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $46,250 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $9,153 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,724 | $100,923+99.9% | $150,045+34.4% | $74,304+171.5% |
| Participation rate | 94.8% | 70.1%+24.8pp | 82.3%+12.5pp | 60.3%+34.5pp |
| Annual return | 10.25% | 51.77%-41.5pp | 62.55%-52.3pp | 29.43%-19.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,554 | $6,709+57.3% | $7,997+32.0% | $3,767+180.2% |
| Admin fee / account holder | $190 | $2,767-93.1% | $13,435-98.6% | $2,969-93.6% |