Filed April 12, 2006 (most recent of 2 filings on file)
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 | $137,220 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $42,408 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $79,804 | $55,516+43.7% | $75,781+5.3% | $59,188+34.8% |
| Participation rate | 92.1% | 73.6%+18.4pp | 75.8%+16.3pp | 69.4%+22.7pp |
| Annual return | 2.83% | -1.89%+4.7pp | 9.68%-6.8pp | 5.51%-2.7pp |
| Employer contribution / active EE | $968 | $2,604-62.8% | $3,323-70.9% | $2,098-53.9% |
| Participant deferral / active EE | $3,908 | $2,599+50.4% | $3,651+7.0% | $3,265+19.7% |
| Admin fee / account holder | $97 | $110-12.0% | $5,299-98.2% | $92+5.0% |