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 | $100,366 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $47,093 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,942 | $46,100-32.9% | $86,590-64.3% | $69,631-55.6% |
| Participation rate | 92.0% | 67.2%+24.8pp | 73.5%+18.5pp | 70.7%+21.3pp |
| Annual return | 16.48% | 21.02%-4.5pp | 964.84%-948.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,070 | $1,850-42.2% | $2,839-62.3% | $2,032-47.3% |
| Participant deferral / active EE | $3,014 | $2,432+24.0% | $3,609-16.5% | $3,224-6.5% |
| Admin fee / account holder | $184 | $94+96.0% | $4,906-96.3% | $110+66.5% |