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 | $191,743 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3145972 | Securities Custodian | $110,536 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 | Securities Custodian | $67,410 |
DONNELLY WEALTH ADVISORS INC3+ years Filed as: DONNELLY WEALTH ADVISORS, INC. Service code 26 · EIN 33-0898733 | Advisory (Participants) | $31,388 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-2859641 | Advisory (Participants) | $29,317 |
MERCER3+ years Filed as: MERCER GLOBAL ADVISORS, INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $24,159 |
OMEGA FINANCIAL GROUP3+ years Service code 26 · EIN 61-1606475 | Advisory (Participants) | $12,227 |
BRIDGEWATER3+ years Filed as: BRIDGEWATER WEALTH MGMT LLC Service code 26 · EIN 52-2020120 | Advisory (Participants) | $10,595 |
LAUREL WEALTH ADVISORS1 year Service code 26 8008 GIRARD AVENUE, SUITE 330 · LA JOLLA, CA 92037 | Advisory (Participants) | $8,851 |
HUMMER FINANCIAL ADVISORY3+ years Service code 26 · EIN 36-4294303 | Advisory (Participants) | $8,130 |
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 | $596,715 | $55,453+976.1% | $170,442+250.1% | $62,292+857.9% |
| Participation rate | 94.8% | 66.4%+28.4pp | 83.6%+11.2pp | 69.5%+25.2pp |
| Annual return | 17.10% | 21.38%-4.3pp | 205.93%-188.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $18,762 | $2,164+767.2% | $5,433+245.4% | $2,042+818.7% |
| Participant deferral / active EE | $13,775 | $2,303+498.2% | $4,939+178.9% | $3,169+334.7% |
| Admin fee / account holder | $1,999 | $455+339.3% | $13,880-85.6% | $479+317.0% |