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) | $51,538 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $46,400 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,648 | $91,372-61.0% | $129,995-72.6% | $74,419-52.1% |
| Participation rate | 77.8% | 77.8%0pp | 78.5%-0.7pp | 70.7%+7.1pp |
| Annual return | 19.71% | 23.21%-3.5pp | -137.18%+156.9pp | 34.38%-14.7pp |
| Employer contribution / active EE | $736 | $2,563-71.3% | $4,320-83.0% | $2,637-72.1% |
| Participant deferral / active EE | $3,559 | $4,721-24.6% | $5,820-38.9% | $4,528-21.4% |
| Admin fee / account holder | $176 | $283-38.1% | $10,614-98.3% | $348-49.5% |