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: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $61,357 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 20-2061505 | Advisory (Plan) | $30,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,550 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $41,988 | $89,436-53.1% | $164,813-74.5% | $77,643-45.9% |
| Participation rate | 82.4% | 78.6%+3.7pp | 78.6%+3.8pp | 70.6%+11.8pp |
| Annual return | 17.91% | 28.83%-10.9pp | 69.93%-52.0pp | 31.24%-13.3pp |
| Employer contribution / active EE | $962 | $2,569-62.5% | $4,341-77.8% | $2,726-64.7% |
| Participant deferral / active EE | $4,374 | $4,897-10.7% | $6,031-27.5% | $4,647-5.9% |
| Admin fee / account holder | $185 | $339-45.4% | $12,690-98.5% | $430-56.9% |