Filed July 31, 2013
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 |
|---|---|---|
PAI1+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $5,689 |
Filed as: ONEAMERICA SECURITIES, INC. Service code 27 1004 HIGHLAND CT · GERMANTOWN HILLS, IL 61548 | Advisory (Plan) | $4,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,843 | $70,002-84.5% | $115,037-90.6% | $52,331-79.3% |
| Participation rate | 42.6% | 72.1%-29.5pp | 81.4%-38.8pp | 68.1%-25.5pp |
| Annual return | -0.91% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $517 | $2,715-80.9% | $4,608-88.8% | $1,882-72.5% |
| Participant deferral / active EE | $638 | $4,920-87.0% | $6,026-89.4% | $3,022-78.9% |
| Admin fee / account holder | $21 | $566-96.2% | $8,175-99.7% | $592-96.4% |