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 | $102,746 |
Filed as: KARSTENS INVESTMENT COUNSEL Service code 27 10250 REGENCY CIRCLE, STE 100 · OMAHA, NE 68114 | Advisory (Plan) | $8,699 |
BMO HARRIS BANK NA3+ 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 | $64,958 | $65,592-1.0% | $90,160-28.0% | $69,631-6.7% |
| Participation rate | 97.9% | 77.6%+20.2pp | 76.9%+21.0pp | 70.7%+27.2pp |
| Annual return | 24.49% | 57.10%-32.6pp | 34.88%-10.4pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $4,203 | $2,193+91.7% | $3,318+26.7% | $2,032+106.8% |
| Participant deferral / active EE | $8,295 | $5,257+57.8% | $5,288+56.9% | $3,224+157.3% |
| Admin fee / account holder | $128 | $86+49.2% | $5,943-97.8% | $110+15.7% |