Filed February 22, 2010
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 | $80,435 |
HECK CAPITAL ADVISORS3+ years Service code 28 15 E ANDERSON ST · RHINELANDER, WI 54501 | Investment Management | $45,501 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,419 | $71,666-22.7% | $117,854-53.0% | $69,631-20.4% |
| Participation rate | 92.5% | 77.5%+15.0pp | 79.7%+12.9pp | 70.7%+21.9pp |
| Annual return | 21.73% | 18.86%+2.9pp | 335.08%-313.4pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $2,565 | $1,889+35.8% | $3,786-32.3% | $2,032+26.2% |
| Participant deferral / active EE | $2,470 | $3,340-26.0% | $4,482-44.9% | $3,224-23.4% |
| Admin fee / account holder | $274 | $120+127.5% | $8,020-96.6% | $110+147.9% |