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 TRUST6+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 36-2868317 | Investment Management | $191,558 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $69,432 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $118,542 | $85,135+39.2% | $98,907+19.9% | $73,409+61.5% |
| Participation rate | 96.5% | 81.1%+15.4pp | 76.0%+20.5pp | 72.2%+24.3pp |
| Annual return | 28.99% | 19.14%+9.9pp | 196.43%-167.4pp | 59.29%-30.3pp |
| Employer contribution / active EE | $3,529 | $2,721+29.7% | $2,689+31.3% | $2,234+58.0% |
| Participant deferral / active EE | $5,103 | $4,349+17.3% | $4,244+20.2% | $3,805+34.1% |
| Admin fee / account holder | $293 | $139+110.3% | $6,642-95.6% | $158+85.5% |