Filed October 19, 2000
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 | $40,968 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,723 | $69,305-31.1% | $82,313-42.0% | $69,631-31.5% |
| Participation rate | 62.9% | 80.3%-17.3pp | 76.9%-13.9pp | 70.7%-7.7pp |
| Annual return | 14.37% | 21.47%-7.1pp | 25.88%-11.5pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $403 | $1,887-78.6% | $2,428-83.4% | $2,032-80.2% |
| Participant deferral / active EE | $2,110 | $3,568-40.9% | $3,706-43.1% | $3,224-34.5% |
| Admin fee / account holder | $94 | $97-2.9% | $5,608-98.3% | $110-14.5% |