Filed November 9, 2005 (most recent of 2 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 | $35,599 |
HAWKINS ASH CPAS2 years Service code 10 626 SOUTH 8TH STREET · MEDFORD, WI 54451 | Accounting | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,234 | $102,553-6.2% | $151,611-36.5% | $66,914+43.8% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.5pp | 69.8%+29.2pp |
| Annual return | -18.30% | -10.82%-7.5pp | 3.33%-21.6pp | 1.58%-19.9pp |
| Employer contribution / active EE | $3,168 | $4,180-24.2% | $6,166-48.6% | $2,544+24.5% |
| Participant deferral / active EE | $5,368 | $6,641-19.2% | $8,363-35.8% | $4,237+26.7% |
| Admin fee / account holder | $341 | $630-45.8% | $11,616-97.1% | $593-42.5% |