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 | $15,089 |
BMO HARRIS BANK NA2 years 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 | $44,361 | $46,100-3.8% | $86,590-48.8% | $69,631-36.3% |
| Participation rate | 98.1% | 67.2%+30.9pp | 73.5%+24.5pp | 70.7%+27.4pp |
| Annual return | 18.87% | 21.02%-2.2pp | 964.84%-946.0pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,758 | $1,850+49.1% | $2,839-2.8% | $2,032+35.7% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $43 | $94-54.0% | $4,906-99.1% | $110-61.0% |