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 | $49,245 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $147,960 | $79,428+86.3% | $106,548+38.9% | $79,386+86.4% |
| Participation rate | 97.8% | 74.1%+23.7pp | 76.1%+21.7pp | 70.7%+27.1pp |
| Annual return | 20.30% | 18.27%+2.0pp | 26.80%-6.5pp | 116.85%-96.5pp |
| Employer contribution / active EE | $4,144 | $2,234+85.5% | $2,819+47.0% | $2,427+70.7% |
| Participant deferral / active EE | $4,978 | $3,823+30.2% | $4,398+13.2% | $4,046+23.1% |
| Admin fee / account holder | $231 | $523-55.8% | $7,407-96.9% | $626-63.1% |