Filed March 17, 2016 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $57,545 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $16,404 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,400 | $52,293-22.7% | $178,490-77.4% | $73,409-45.0% |
| Participation rate | 96.1% | 65.3%+30.8pp | 81.9%+14.2pp | 72.2%+23.9pp |
| Annual return | 11.51% | 34.75%-23.2pp | 151.07%-139.6pp | 59.29%-47.8pp |
| Employer contribution / active EE | $1,820 | $1,735+4.9% | $5,011-63.7% | $2,234-18.5% |
| Participant deferral / active EE | $2,881 | $2,332+23.5% | $5,202-44.6% | $3,805-24.3% |
| Admin fee / account holder | $174 | $127+37.0% | $13,984-98.8% | $158+10.5% |