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 | $345,008 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,293 | $96,400+51.8% | $149,718-2.3% | $177,276-17.5% |
| Participation rate | 86.2% | 88.9%-2.7pp | 87.1%-0.9pp | 74.8%+11.4pp |
| Annual return | 15.84% | 19.02%-3.2pp | 1501.63%-1485.8pp | 21.25%-5.4pp |
| Employer contribution / active EE | $2,684 | $3,680-27.1% | $5,445-50.7% | $2,479+8.3% |
| Participant deferral / active EE | $8,113 | $5,510+47.2% | $6,569+23.5% | $3,881+109.1% |
| Admin fee / account holder | $43 | $69-38.5% | $11,283-99.6% | $154-72.3% |