Filed July 21, 2006
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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $21,606 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,340 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $153,294 | $50,464+203.8% | $75,781+102.3% | $52,331+192.9% |
| Participation rate | 96.0% | 66.8%+29.3pp | 75.8%+20.2pp | 68.1%+27.9pp |
| Annual return | -0.02% | 1.03%-1.1pp | 9.68%-9.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $22,169 | $1,988+1014.9% | $3,323+567.1% | $1,882+1078.1% |
| Participant deferral / active EE | $4,863 | $2,570+89.2% | $3,651+33.2% | $3,022+60.9% |
| Admin fee / account holder | $123 | $1,103-88.8% | $5,299-97.7% | $592-79.2% |