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 | $224,195 |
BMO HARRIS BANK NA3+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,568 | $221,442-59.6% | $92,233-2.9% | $77,958+14.9% |
| Participation rate | 81.3% | 79.6%+1.7pp | 76.5%+4.8pp | 71.6%+9.7pp |
| Annual return | 3.94% | 15.65%-11.7pp | 176.28%-172.3pp | 20.87%-16.9pp |
| Employer contribution / active EE | $4,032 | $3,226+25.0% | $3,679+9.6% | $2,310+74.5% |
| Participant deferral / active EE | $4,015 | $2,779+44.5% | $3,897+3.0% | $3,537+13.5% |
| Admin fee / account holder | $139 | $210-33.8% | $5,194-97.3% | $97+42.6% |