Filed October 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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $42,650 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $13,870 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,089 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $5,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $198,362 | $53,412+271.4% | $68,509+189.5% | $52,331+279.1% |
| Participation rate | 89.7% | 71.7%+18.1pp | 74.7%+15.0pp | 68.1%+21.6pp |
| Annual return | -0.48% | 3.42%-3.9pp | 8.27%-8.8pp | 4.54%-5.0pp |
| Employer contribution / active EE | $8,335 | $1,607+418.6% | $2,278+265.9% | $1,882+342.9% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $421 | $461-8.7% | $5,275-92.0% | $592-28.9% |