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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $90,074 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $41,559 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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 | $26,722 | $39,859-33.0% | $78,689-66.0% | $57,658-53.7% |
| Participation rate | 93.4% | 66.1%+27.3pp | 73.6%+19.9pp | 70.2%+23.2pp |
| Annual return | 7.04% | 18.96%-11.9pp | 62.18%-55.1pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,114 | $1,786-37.6% | $2,851-60.9% | $1,974-43.5% |
| Participant deferral / active EE | $3,019 | $2,248+34.3% | $3,517-14.2% | $3,061-1.4% |
| Admin fee / account holder | $162 | $76+112.3% | $4,510-96.4% | $95+71.1% |