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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $284,701 |
Filed as: DIMEO SCHNEIDER Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $83,392 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
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 | $70,345 | $107,045-34.3% | $108,745-35.3% | $63,975+10.0% |
| Participation rate | 94.0% | 81.9%+12.1pp | 77.7%+16.3pp | 71.1%+22.9pp |
| Annual return | 9.15% | 18.14%-9.0pp | 46.22%-37.1pp | 48.65%-39.5pp |
| Employer contribution / active EE | $3,013 | $2,651+13.7% | $3,323-9.3% | $2,182+38.1% |
| Participant deferral / active EE | $3,040 | $4,292-29.2% | $5,121-40.6% | $3,356-9.4% |
| Admin fee / account holder | $158 | $67+135.8% | $6,144-97.4% | $70+124.8% |