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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $46,069 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $169,223 | $52,884+220.0% | $84,750+99.7% | $55,167+206.7% |
| Participation rate | 97.0% | 67.5%+29.5pp | 76.6%+20.5pp | 69.0%+28.1pp |
| Annual return | 7.86% | 18.03%-10.2pp | 22.78%-14.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $8,804 | $2,233+294.2% | $3,574+146.3% | $1,963+348.6% |
| Participant deferral / active EE | $5,089 | $2,644+92.5% | $3,712+37.1% | $3,054+66.6% |
| Admin fee / account holder | $199 | $581-65.7% | $5,332-96.3% | $504-60.4% |