Filed July 17, 1995
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 | $171,819 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 26 · EIN 36-3145972 | Advisory (Participants) | $89,757 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 | Securities Custodian | $58,578 |
Filed as: MERRILL LYNCH Service code 33 · EIN 13-2859641 | Securities brokerage | $26,254 |
DONNELLY WEALTH ADVISORS INC1+ years Filed as: DONNELLY WEALTH ADVISORS, INC. Service code 26 · EIN 33-0898733 | Advisory (Participants) | $22,623 |
MERCER1+ years Filed as: MERCER GLOBAL ADVISORS, INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $21,268 |
ARLINGTON FINANCIAL ADVISORS LLC1+ years Service code 26 · EIN 14-1849784 | Advisory (Participants) | $13,384 |
OMEGA FINANCIAL GROUP1+ years Service code 26 · EIN 61-1606475 | Advisory (Participants) | $10,173 |
PETRA FINANCIAL ADVISORS, INC.1+ years Service code 26 · EIN 95-4326389 | Advisory (Participants) | $9,850 |
BRIDGEWATER1+ years Filed as: BRIDGEWATER WEALTH MGMT LLC Service code 26 · EIN 52-2020120 | Advisory (Participants) | $9,079 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,154 | $46,360+946.5% | $147,614+228.7% | $52,331+827.1% |
| Participation rate | 91.7% | 64.9%+26.7pp | 84.6%+7.0pp | 68.1%+23.6pp |
| Annual return | -0.05% | 1.62%-1.7pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $18,754 | $2,126+782.0% | $5,564+237.0% | $1,882+896.6% |
| Participant deferral / active EE | $12,439 | $2,258+451.0% | $4,895+154.1% | $3,022+311.6% |
| Admin fee / account holder | $2,033 | $766+165.5% | $11,611-82.5% | $592+243.6% |