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 | $78,737 |
BAIRD FUNDS7+ years Filed as: ROBERT W BAIRD & COMPANY INC Service code 16 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $75,257 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $5,720 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,730 | $78,275+67.0% | $109,143+19.8% | $86,799+50.6% |
| Participation rate | 97.0% | 73.8%+23.2pp | 75.9%+21.1pp | 72.3%+24.7pp |
| Annual return | 17.05% | 19.14%-2.1pp | 25.75%-8.7pp | 97.91%-80.9pp |
| Employer contribution / active EE | $2,580 | $3,105-16.9% | $3,722-30.7% | $2,405+7.3% |
| Participant deferral / active EE | $6,734 | $3,641+85.0% | $4,653+44.7% | $4,131+63.0% |
| Admin fee / account holder | $216 | $198+8.7% | $6,752-96.8% | $170+27.3% |