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 | $326,206 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $78,065 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 22 · EIN 06-1050034 | Insurance Broker | $18,991 |
SIKICH LLP4+ years Service code 10 · EIN 36-3168081 | Accounting | $17,800 |
BMO HARRIS BANK NA5+ 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 | $64,347 | $105,247-38.9% | $87,100-26.1% | $77,787-17.3% |
| Participation rate | 95.0% | 85.8%+9.2pp | 76.9%+18.1pp | 73.2%+21.8pp |
| Annual return | 23.85% | 24.52%-0.7pp | 28.19%-4.3pp | 32.57%-8.7pp |
| Employer contribution / active EE | $1,934 | $2,895-33.2% | $2,521-23.3% | $2,504-22.8% |
| Participant deferral / active EE | $4,586 | $5,060-9.4% | $4,049+13.3% | $3,967+15.6% |
| Admin fee / account holder | $156 | $104+49.2% | $7,497-97.9% | $100+55.8% |