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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $213,791 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3145972 | Securities Custodian | $147,885 |
RBC GLOBAL ASSET MANAGEMENT6+ years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 | Securities Custodian | $50,105 |
DONNELLY WEALTH ADVISORS INC6+ years Filed as: DONNELLY WEALTH ADVISORS, INC. Service code 26 · EIN 33-0898733 | Advisory (Participants) | $38,921 |
MERCER6+ years Filed as: MERCER GLOBAL ADVISORS, INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $32,039 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-2859641 | Advisory (Participants) | $23,978 |
LAUREL WEALTH ADVISORS4 years Service code 26 8008 GIRARD AVENUE, SUITE 330 · LA JOLLA, CA 92037 | Advisory (Participants) | $23,088 |
MISSION WEALTH MANAGEMENT LP2 years Filed as: MISSION WEALTH Service code 26 1111 CHAPALA STREET, 3RD FLOOR · SANTA BARBARA, CA 93101 | Advisory (Participants) | $17,586 |
Filed as: FISCHER INVESTMENT STRATEGIES, LLC Service code 26 870 HAMPSHIRE ROAD, SUITE U · WESTLAKE VILLAGE, CA 91361 | Advisory (Participants) | $15,835 |
BRIDGEWATER6+ years Filed as: BRIDGEWATER WEALTH MGMT LLC Service code 26 · EIN 52-2020120 | Advisory (Participants) | $11,120 |
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 | $723,024 | $58,879+1128.0% | $178,490+305.1% | $73,488+883.9% |
| Participation rate | 94.2% | 66.2%+28.0pp | 81.9%+12.3pp | 70.7%+23.5pp |
| Annual return | 16.97% | 24.86%-7.9pp | 151.07%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $18,319 | $2,236+719.2% | $5,011+265.6% | $2,270+707.0% |
| Participant deferral / active EE | $14,904 | $2,567+480.5% | $5,202+186.5% | $3,740+298.5% |
| Admin fee / account holder | $2,185 | $400+445.9% | $13,984-84.4% | $513+325.9% |