Filed April 1, 2008 (most recent of 3 filings on file)
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 |
|---|---|---|
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 36-2868317 | Investment Management | $178,812 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $56,669 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $19,279 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,649 | $62,324+56.7% | $68,509+42.5% | $55,191+76.9% |
| Participation rate | 90.4% | 78.9%+11.5pp | 74.7%+15.7pp | 69.2%+21.3pp |
| Annual return | 2.35% | 4.26%-1.9pp | 8.27%-5.9pp | 10.78%-8.4pp |
| Employer contribution / active EE | $961 | $2,223-56.8% | $2,278-57.8% | $1,899-49.4% |
| Participant deferral / active EE | $3,309 | $3,425-3.4% | $3,382-2.2% | $3,046+8.6% |
| Admin fee / account holder | $362 | $91+296.5% | $5,275-93.1% | $91+299.1% |