Filed March 23, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $118,175 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $41,325 |
SCHENCK SC1+ years Service code 10 · EIN 39-1173131 | Accounting | $8,600 |
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 with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,608 | $57,096+23.7% | $94,224-25.1% | $55,191+27.9% |
| Participation rate | 97.5% | 75.7%+21.8pp | 78.8%+18.7pp | 69.2%+28.3pp |
| Annual return | -1.06% | 159.65%-160.7pp | 10.68%-11.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $2,918 | $1,708+70.9% | $3,587-18.6% | $1,899+53.7% |
| Participant deferral / active EE | $4,759 | $3,165+50.4% | $4,320+10.2% | $3,046+56.2% |
| Admin fee / account holder | $230 | $89+157.8% | $6,269-96.3% | $91+153.4% |