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 | $222,344 |
Filed as: DIMEO SCHNEIDER Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $56,915 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years 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 | $71,776 | $117,734-39.0% | $115,752-38.0% | $77,958-7.9% |
| Participation rate | 97.0% | 82.0%+15.0pp | 77.8%+19.2pp | 71.6%+25.4pp |
| Annual return | 16.79% | 17.65%-0.9pp | 19.41%-2.6pp | 20.87%-4.1pp |
| Employer contribution / active EE | $3,065 | $2,736+12.0% | $3,492-12.2% | $2,310+32.7% |
| Participant deferral / active EE | $3,156 | $4,435-28.8% | $5,204-39.4% | $3,537-10.8% |
| Admin fee / account holder | $105 | $75+39.5% | $6,278-98.3% | $97+7.4% |