Filed January 6, 2006
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 10-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 | $57,420 |
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 | $79,879 | $46,072+73.4% | $70,014+14.1% | $55,167+44.8% |
| Participation rate | 79.2% | 67.5%+11.7pp | 71.8%+7.4pp | 69.0%+10.2pp |
| Annual return | 8.26% | 8.68%-0.4pp | 12.99%-4.7pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,647 | $1,500+143.1% | $2,338+56.0% | $1,963+85.8% |
| Participant deferral / active EE | $3,925 | $2,344+67.5% | $2,931+33.9% | $3,054+28.5% |
| Admin fee / account holder | $239 | $428-44.0% | $4,380-94.5% | $504-52.5% |