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 |
|---|---|---|
PAI2+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $7,520 |
Filed as: ONEAMERICA SECURITIES, INC. Service code 27 1004 HIGHLAND CT · GERMANTOWN HILLS, IL 61548 | Advisory (Plan) | $0 |
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 | $9,499 | $75,183-87.4% | $123,892-92.3% | $55,167-82.8% |
| Participation rate | 47.5% | 72.8%-25.3pp | 81.4%-33.9pp | 69.0%-21.4pp |
| Annual return | 18.09% | 19.01%-0.9pp | 47.52%-29.4pp | 169.23%-151.1pp |
| Employer contribution / active EE | $551 | $2,823-80.5% | $4,617-88.1% | $1,963-71.9% |
| Participant deferral / active EE | $750 | $5,084-85.3% | $5,984-87.5% | $3,054-75.5% |
| Admin fee / account holder | $48 | $663-92.8% | $8,357-99.4% | $504-90.5% |