Filed September 14, 2011
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 | $83,273 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,666 | $121,341+209.6% | $189,513+98.2% | $79,386+373.2% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.8%+11.1pp | 70.7%+28.2pp |
| Annual return | 14.96% | 21.08%-6.1pp | 555.15%-540.2pp | 116.85%-101.9pp |
| Employer contribution / active EE | $20,754 | $3,915+430.1% | $6,162+236.8% | $2,427+754.9% |
| Participant deferral / active EE | $14,517 | $6,395+127.0% | $8,221+76.6% | $4,046+258.8% |
| Admin fee / account holder | $270 | $651-58.5% | $12,045-97.8% | $626-56.8% |