Filed December 19, 2011
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 8-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 | $22,895 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $6,250 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,185 | $36,916-29.1% | $156,549-83.3% | $57,658-54.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 3.14% | 12.38%-9.2pp | 32.23%-29.1pp | 5.13%-2.0pp |
| Employer contribution / active EE | $598 | $1,571-61.9% | $5,501-89.1% | $1,974-69.7% |
| Participant deferral / active EE | $1,158 | $1,926-39.9% | $4,871-76.2% | $3,061-62.2% |
| Admin fee / account holder | $46 | $82-44.5% | $13,027-99.6% | $95-51.5% |