Filed November 19, 2004
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 | $52,058 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,442 | $58,083+85.0% | $80,019+34.3% | $56,287+90.9% |
| Participation rate | 98.9% | 73.6%+25.3pp | 75.8%+23.1pp | 69.9%+29.1pp |
| Annual return | 6.56% | 34.61%-28.1pp | 11.22%-4.7pp | -9.96%+16.5pp |
| Employer contribution / active EE | $3,483 | $1,932+80.3% | $2,468+41.1% | $2,111+65.0% |
| Participant deferral / active EE | $3,315 | $3,135+5.7% | $3,686-10.1% | $3,350-1.0% |
| Admin fee / account holder | $263 | $623-57.8% | $6,521-96.0% | $521-49.5% |