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 | $777,618 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,343 | $104,281+46.1% | $140,016+8.8% | $68,904+121.1% |
| Participation rate | 84.3% | 89.1%-4.8pp | 87.5%-3.2pp | 74.1%+10.2pp |
| Annual return | -5.27% | -1.33%-3.9pp | 651.12%-656.4pp | 1.07%-6.3pp |
| Employer contribution / active EE | $3,260 | $4,070-19.9% | $5,606-41.8% | $2,540+28.3% |
| Participant deferral / active EE | $7,726 | $6,129+26.0% | $6,927+11.5% | $4,015+92.4% |
| Admin fee / account holder | $110 | $79+40.1% | $10,705-99.0% | $71+54.7% |