Filed October 22, 2008
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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $54,427 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,521 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,206 | $55,182+1.9% | $73,307-23.3% | $55,191+1.8% |
| Participation rate | 97.2% | 73.9%+23.3pp | 74.9%+22.3pp | 69.2%+28.1pp |
| Annual return | -2.34% | 8.55%-10.9pp | 5.67%-8.0pp | 10.78%-13.1pp |
| Employer contribution / active EE | $3,646 | $1,935+88.5% | $3,237+12.6% | $1,899+92.0% |
| Participant deferral / active EE | $7,529 | $4,641+62.2% | $4,991+50.8% | $3,046+147.1% |
| Admin fee / account holder | $145 | $68+111.8% | $5,637-97.4% | $91+59.8% |