Filed August 7, 2012
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 5-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 | $13,443 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $40,814 | $43,423-6.0% | $78,689-48.1% | $55,167-26.0% |
| Participation rate | 99.1% | 68.0%+31.1pp | 73.6%+25.6pp | 69.0%+30.2pp |
| Annual return | 5.75% | 11.53%-5.8pp | 62.18%-56.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,775 | $1,997+39.0% | $2,851-2.7% | $1,963+41.4% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $40 | $416-90.4% | $4,510-99.1% | $504-92.1% |