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 | $80,175 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $25,000 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $34,036 | $46,173-26.3% | $170,442-80.0% | $69,631-51.1% |
| Participation rate | 92.3% | 63.9%+28.4pp | 83.6%+8.7pp | 70.7%+21.7pp |
| Annual return | 17.39% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,733 | $1,610+7.6% | $5,433-68.1% | $2,032-14.7% |
| Participant deferral / active EE | $3,276 | $2,080+57.5% | $4,939-33.7% | $3,224+1.6% |
| Admin fee / account holder | $171 | $116+47.6% | $13,880-98.8% | $110+55.0% |