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 | $93,059 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $25,000 |
BMO HARRIS BANK NA3+ 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 | $31,314 | $37,196-15.8% | $154,107-79.7% | $55,725-43.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.06% | 1319.68%-1324.7pp | 735.12%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,052 | $1,614+27.1% | $5,298-61.3% | $2,078-1.3% |
| Participant deferral / active EE | $4,406 | $2,068+113.0% | $5,081-13.3% | $3,356+31.3% |
| Admin fee / account holder | $191 | $102+87.8% | $13,411-98.6% | $115+65.6% |