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 | $79,278 |
HECK CAPITAL ADVISORS4+ years Service code 28 15 E ANDERSON ST · RHINELANDER, WI 54501 | Investment Management | $53,765 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,301 | $62,267-27.2% | $110,238-58.9% | $55,725-18.7% |
| Participation rate | 98.4% | 78.1%+20.3pp | 79.8%+18.6pp | 70.9%+27.5pp |
| Annual return | -3.76% | -1.07%-2.7pp | 314.74%-318.5pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,808 | $1,941-6.9% | $3,826-52.7% | $2,078-13.0% |
| Participant deferral / active EE | $2,819 | $3,516-19.8% | $4,672-39.7% | $3,356-16.0% |
| Admin fee / account holder | $248 | $121+104.9% | $8,547-97.1% | $115+115.1% |