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 | $84,418 |
HECK CAPITAL ADVISORS5+ years Service code 28 15 E ANDERSON ST · RHINELANDER, WI 54501 | Investment Management | $54,293 |
BMO HARRIS BANK NA5+ 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 | $58,621 | $69,159-15.2% | $125,175-53.2% | $67,579-13.3% |
| Participation rate | 97.6% | 78.2%+19.4pp | 79.8%+17.8pp | 71.3%+26.3pp |
| Annual return | 22.72% | 27.12%-4.4pp | 43.79%-21.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,729 | $2,023+34.9% | $3,865-29.4% | $2,148+27.1% |
| Participant deferral / active EE | $3,138 | $3,700-15.2% | $4,937-36.4% | $3,539-11.3% |
| Admin fee / account holder | $265 | $142+87.1% | $9,702-97.3% | $142+86.4% |