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 | $45,676 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,580 | $66,310+68.3% | $93,606+19.2% | $65,185+71.2% |
| Participation rate | 99.4% | 74.0%+25.5pp | 75.8%+23.6pp | 70.2%+29.2pp |
| Annual return | 0.77% | 42.58%-41.8pp | 32.76%-32.0pp | 29.38%-28.6pp |
| Employer contribution / active EE | $3,757 | $2,012+86.7% | $2,718+38.2% | $2,177+72.6% |
| Participant deferral / active EE | $3,583 | $3,342+7.2% | $4,069-11.9% | $3,514+2.0% |
| Admin fee / account holder | $228 | $6,897-96.7% | $7,888-97.1% | $847-73.0% |