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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $90,533 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $57,389 | $56,640+1.3% | $80,975-29.1% | $57,658-0.5% |
| Participation rate | 96.4% | 75.9%+20.5pp | 75.8%+20.6pp | 70.2%+26.2pp |
| Annual return | 29.08% | 19.97%+9.1pp | 17.10%+12.0pp | 5.13%+23.9pp |
| Employer contribution / active EE | $3,798 | $2,085+82.1% | $3,714+2.2% | $1,974+92.4% |
| Participant deferral / active EE | $7,713 | $4,944+56.0% | $5,696+35.4% | $3,061+152.0% |
| Admin fee / account holder | $128 | $87+46.8% | $5,516-97.7% | $95+35.3% |