Filed February 17, 2023
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 | $76,247 |
ELLWOOD ASSOCIATES1+ years Service code 27 33 W MONROE ST #1850 · CHICAGO, IL 60603 | Advisory (Plan) | $18,750 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,402 | $34,495-64.0% | $78,689-84.2% | $63,975-80.6% |
| Participation rate | 56.7% | 60.8%-4.0pp | 73.6%-16.8pp | 71.1%-14.4pp |
| Annual return | 10.05% | 11.62%-1.6pp | 62.18%-52.1pp | 48.65%-38.6pp |
| Employer contribution / active EE | $402 | $1,398-71.2% | $2,851-85.9% | $2,182-81.6% |
| Participant deferral / active EE | $1,502 | $2,100-28.5% | $3,517-57.3% | $3,356-55.3% |
| Admin fee / account holder | $108 | $68+58.6% | $4,510-97.6% | $70+53.1% |