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 | $100,054 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $37,440 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,617 |
BMO HARRIS BANK NA4+ 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 | $29,147 | $43,999-33.8% | $79,464-63.3% | $55,725-47.7% |
| Participation rate | 92.7% | 66.9%+25.7pp | 73.3%+19.3pp | 70.9%+21.8pp |
| Annual return | -6.12% | 1.81%-7.9pp | 718.14%-724.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,097 | $1,830-40.1% | $2,800-60.8% | $2,078-47.2% |
| Participant deferral / active EE | $2,984 | $2,538+17.6% | $3,704-19.4% | $3,356-11.1% |
| Admin fee / account holder | $184 | $118+56.6% | $5,113-96.4% | $115+59.8% |