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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $176,490 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
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 | $87,534 | $54,392+60.9% | $84,750+3.3% | $63,975+36.8% |
| Participation rate | 86.4% | 76.9%+9.6pp | 76.6%+9.8pp | 71.1%+15.3pp |
| Annual return | 4.95% | 611.38%-606.4pp | 22.78%-17.8pp | 48.65%-43.7pp |
| Employer contribution / active EE | $1,126 | $2,943-61.7% | $3,574-68.5% | $2,182-48.4% |
| Participant deferral / active EE | $3,860 | $2,593+48.9% | $3,712+4.0% | $3,356+15.0% |
| Admin fee / account holder | $105 | $136-23.0% | $5,332-98.0% | $70+48.6% |