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 | $177,348 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 · EIN 36-3145972 | Advisory (Participants) | $93,442 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 | Securities Custodian | $58,135 |
Filed as: MERRILL LYNCH Service code 33 · EIN 13-2859641 | Securities brokerage | $31,966 |
DONNELLY WEALTH ADVISORS INC2+ years Filed as: DONNELLY WEALTH ADVISORS, INC. Service code 26 · EIN 33-0898733 | Advisory (Participants) | $27,140 |
MERCER2+ years Filed as: MERCER GLOBAL ADVISORS, INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $21,771 |
OMEGA FINANCIAL GROUP2+ years Service code 26 · EIN 61-1606475 | Advisory (Participants) | $10,693 |
BRIDGEWATER2+ years Filed as: BRIDGEWATER WEALTH MGMT LLC Service code 26 · EIN 52-2020120 | Advisory (Participants) | $9,450 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL Service code 26 · EIN 20-1741754 | Advisory (Participants) | $6,699 |
HUMMER FINANCIAL ADVISORY2+ years Service code 26 · EIN 36-4294303 | Advisory (Participants) | $6,490 |
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 | $502,973 | $46,732+976.3% | $156,549+221.3% | $55,167+811.7% |
| Participation rate | 95.3% | 65.8%+29.5pp | 84.0%+11.3pp | 69.0%+26.3pp |
| Annual return | 7.57% | 17.72%-10.1pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $17,644 | $2,105+738.2% | $5,501+220.7% | $1,963+799.0% |
| Participant deferral / active EE | $13,261 | $2,204+501.6% | $4,871+172.2% | $3,054+334.2% |
| Admin fee / account holder | $1,764 | $418+321.5% | $13,027-86.5% | $504+250.0% |