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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $91,965 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 | 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 | $135,717 | $82,683+64.1% | $133,980+1.3% | $65,292+107.9% |
| Participation rate | 87.7% | 87.3%+0.4pp | 87.1%+0.7pp | 72.4%+15.3pp |
| Annual return | 9.62% | 9.63%0pp | 29.30%-19.7pp | 11.84%-2.2pp |
| Employer contribution / active EE | $2,611 | $3,583-27.1% | $5,211-49.9% | $2,302+13.4% |
| Participant deferral / active EE | $7,061 | $5,190+36.1% | $6,282+12.4% | $3,579+97.3% |
| Admin fee / account holder | $12 | $66-81.6% | $9,324-99.9% | $57-78.9% |