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 | $45,344 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5+ 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 | $125,518 | $70,908+77.0% | $98,907+26.9% | $73,488+70.8% |
| Participation rate | 98.4% | 73.8%+24.6pp | 76.0%+22.3pp | 70.7%+27.7pp |
| Annual return | 8.63% | 34.17%-25.5pp | 196.43%-187.8pp | 28.51%-19.9pp |
| Employer contribution / active EE | $3,772 | $2,036+85.2% | $2,689+40.3% | $2,270+66.1% |
| Participant deferral / active EE | $4,452 | $3,500+27.2% | $4,244+4.9% | $3,740+19.0% |
| Admin fee / account holder | $224 | $535-58.0% | $6,642-96.6% | $513-56.2% |