Filed August 1, 2002
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 | $338,765 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $80,974 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 22 · EIN 06-1050034 | Insurance Broker | $19,069 |
SIKICH LLP3+ years Service code 10 · EIN 36-3168081 | Accounting | $17,400 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,550 | $78,852-28.3% | $76,768-26.3% | $75,289-24.9% |
| Participation rate | 96.6% | 85.0%+11.6pp | 77.0%+19.6pp | 72.4%+24.2pp |
| Annual return | -4.46% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $2,001 | $2,794-28.4% | $2,485-19.5% | $2,405-16.8% |
| Participant deferral / active EE | $4,569 | $4,800-4.8% | $3,852+18.6% | $3,739+22.2% |
| Admin fee / account holder | $156 | $79+97.4% | $6,675-97.7% | $102+52.4% |