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 | $49,936 |
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 | $72,010 | $50,385+42.9% | $75,670-4.8% | $62,292+15.6% |
| Participation rate | 86.0% | 67.7%+18.3pp | 72.3%+13.7pp | 69.5%+16.5pp |
| Annual return | 15.38% | 19.90%-4.5pp | 27.34%-12.0pp | 28.90%-13.5pp |
| Employer contribution / active EE | $4,374 | $1,537+184.6% | $2,352+86.0% | $2,042+114.2% |
| Participant deferral / active EE | $4,525 | $2,445+85.0% | $3,142+44.0% | $3,169+42.8% |
| Admin fee / account holder | $194 | $384-49.4% | $5,800-96.6% | $479-59.5% |