Filed June 22, 2016 (most recent of 8 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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $69,645 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $23,215 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,518 | $83,458+54.0% | $123,104+4.4% | $67,505+90.4% |
| Participation rate | 88.2% | 84.5%+3.7pp | 86.8%+1.4pp | 71.2%+17.0pp |
| Annual return | -0.57% | 1.29%-1.9pp | 13.22%-13.8pp | 6.52%-7.1pp |
| Employer contribution / active EE | $2,624 | $3,087-15.0% | $5,151-49.1% | $2,173+20.8% |
| Participant deferral / active EE | $7,324 | $5,379+36.2% | $6,230+17.6% | $3,597+103.6% |
| Admin fee / account holder | $13 | $60-78.8% | $9,015-99.9% | $56-77.5% |