Filed September 30, 1993
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 | $218,298 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS OF ILLINOIS, INC. Service code 23 · EIN 36-2691200 | Direct payment from the plan; Insuran... | $112,538 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $55,511 |
WIPFLI LLP2+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $11,750 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,818 | $80,211+58.1% | $74,183+71.0% | $63,975+98.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -43.67% | 14.13%-57.8pp | 17.74%-61.4pp | 48.65%-92.3pp |
| Employer contribution / active EE | $3,016 | $2,553+18.1% | $2,370+27.3% | $2,182+38.2% |
| Participant deferral / active EE | $5,805 | $4,370+32.8% | $3,550+63.5% | $3,356+73.0% |
| Admin fee / account holder | $208 | $67+209.4% | $5,586-96.3% | $70+195.2% |