Filed March 1, 2010 (most recent of 3 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 Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $29,938 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $26,318 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $23,935 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $21,183 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,509 |
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 | $25,367 | $38,925-34.8% | $73,843-65.6% | $55,191-54.0% |
| Participation rate | 90.7% | 66.0%+24.6pp | 73.4%+17.2pp | 69.2%+21.5pp |
| Annual return | -1.06% | 6.31%-7.4pp | 2267.84%-2268.9pp | 10.78%-11.8pp |
| Employer contribution / active EE | $895 | $1,695-47.2% | $2,787-67.9% | $1,899-52.9% |
| Participant deferral / active EE | $2,141 | $2,351-8.9% | $3,583-40.3% | $3,046-29.7% |
| Admin fee / account holder | $112 | $83+35.2% | $4,880-97.7% | $91+23.4% |