Filed November 5, 1997 (most recent of 2 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: JOHN MASTERSON Service code 27 3100 VILLAGE POINT · CHESTERTON, IN 46304 | Advisory (Plan) | $52,341 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $47,755 |
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 | $38,178 | $71,142-46.3% | $119,609-68.1% | $64,808-41.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -15.50% | -10.01%-5.5pp | -14.97%-0.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $731 | $2,497-70.7% | $4,232-82.7% | $2,506-70.8% |
| Participant deferral / active EE | $4,877 | $4,490+8.6% | $5,602-12.9% | $4,310+13.1% |
| Admin fee / account holder | $238 | $162+46.6% | $10,323-97.7% | $188+26.6% |