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 | $68,167 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $25,000 |
BMO HARRIS BANK NA5+ 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 | $43,389 | $52,293-17.0% | $178,490-75.7% | $73,409-40.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 17.40% | 34.75%-17.3pp | 151.07%-133.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $2,241 | $1,735+29.2% | $5,011-55.3% | $2,234+0.4% |
| Participant deferral / active EE | $5,067 | $2,332+117.2% | $5,202-2.6% | $3,805+33.1% |
| Admin fee / account holder | $140 | $127+10.0% | $13,984-99.0% | $158-11.3% |