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 | $62,979 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $15,122 |
BMO HARRIS BANK NA2 years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA3+ 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 | $215,237 | $63,299+240.0% | $91,001+136.5% | $62,292+245.5% |
| Participation rate | 88.8% | 73.3%+15.5pp | 75.6%+13.2pp | 69.5%+19.3pp |
| Annual return | 14.24% | 20.99%-6.8pp | 4.60%+9.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $11,007 | $1,807+509.2% | $2,456+348.3% | $2,042+439.0% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $391 | $468-16.5% | $5,417-92.8% | $479-18.5% |