Filed July 11, 2019 (most recent of 4 filings on file)
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 Service code 19 · EIN 36-2085229 | Securities Custodian | $52,608 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $16,005 |
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.
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).
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 | $103,780 | $72,770+42.6% | $67,652+53.4% | $55,191+88.0% |
| Participation rate | 82.8% | 78.8%+4.0pp | 75.7%+7.1pp | 69.2%+13.6pp |
| Annual return | -1.68% | -3.26%+1.6pp | 6625.04%-6626.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $3,183 | $1,769+79.9% | $2,266+40.5% | $1,899+67.6% |
| Participant deferral / active EE | $3,400 | $3,408-0.2% | $3,560-4.5% | $3,046+11.6% |
| Admin fee / account holder | $239 | $79+203.3% | $4,821-95.0% | $91+163.4% |