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 | $70,687 |
BMO HARRIS BANK NA3+ 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 | $169,046 | $58,726+187.9% | $92,233+83.3% | $62,292+171.4% |
| Participation rate | 93.4% | 68.3%+25.1pp | 76.5%+16.9pp | 69.5%+23.9pp |
| Annual return | 16.29% | 43.62%-27.3pp | 176.28%-160.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,972 | $2,392-17.5% | $3,679-46.4% | $2,042-3.4% |
| Participant deferral / active EE | $4,505 | $2,766+62.9% | $3,897+15.6% | $3,169+42.1% |
| Admin fee / account holder | $275 | $556-50.6% | $5,194-94.7% | $479-42.6% |