Filed July 29, 2006
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 | $88,939 |
BAIRD FUNDS5+ years Filed as: ROBERT W BAIRD & COMPANY INC Service code 16 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $61,806 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $10,862 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $95,478 | $66,601+43.4% | $92,893+2.8% | $67,579+41.3% |
| Participation rate | 98.6% | 72.5%+26.1pp | 76.0%+22.6pp | 71.3%+27.4pp |
| Annual return | 25.40% | 92.58%-67.2pp | 109.41%-84.0pp | 378.56%-353.2pp |
| Employer contribution / active EE | $2,072 | $2,775-25.3% | $3,653-43.3% | $2,148-3.5% |
| Participant deferral / active EE | $6,261 | $3,157+98.4% | $4,236+47.8% | $3,539+76.9% |
| Admin fee / account holder | $231 | $199+16.3% | $5,794-96.0% | $142+62.6% |