Filed January 25, 1995
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 Service code 15 · EIN 36-2085229 | Recordkeeping | $253,864 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $61,862 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,537 | $99,628-36.2% | $105,218-39.6% | $59,188+7.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.2%+22.8pp | 69.4%+30.6pp |
| Annual return | -1.56% | 3.21%-4.8pp | 5.33%-6.9pp | 5.51%-7.1pp |
| Employer contribution / active EE | $4,337 | $2,454+76.8% | $3,255+33.2% | $2,098+106.7% |
| Participant deferral / active EE | $2,996 | $4,189-28.5% | $4,867-38.4% | $3,265-8.2% |
| Admin fee / account holder | $132 | $62+112.1% | $6,992-98.1% | $92+43.7% |