Filed July 10, 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 | $28,987 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,127 | $94,833-73.5% | $75,696-66.8% | $86,799-71.1% |
| Participation rate | 99.4% | 79.1%+20.3pp | 74.8%+24.6pp | 72.3%+27.1pp |
| Annual return | 13.05% | 16.91%-3.9pp | 104.53%-91.5pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,048 | $2,904-63.9% | $2,743-61.8% | $2,405-56.5% |
| Participant deferral / active EE | $1,650 | $3,632-54.6% | $3,821-56.8% | $4,131-60.1% |
| Admin fee / account holder | $38 | $109-64.9% | $3,619-98.9% | $170-77.5% |