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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $56,927 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $14,960 |
BMO HARRIS BANK NA1 year Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $194,211 | $56,629+243.0% | $77,999+149.0% | $55,167+252.0% |
| Participation rate | 93.3% | 73.3%+20.0pp | 75.5%+17.8pp | 69.0%+24.3pp |
| Annual return | 8.00% | 2866.98%-2859.0pp | 425.96%-418.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $12,188 | $1,723+607.4% | $2,470+393.4% | $1,963+521.0% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $377 | $467-19.3% | $5,480-93.1% | $504-25.3% |