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 | $74,430 |
HECK CAPITAL ADVISORS6+ years Service code 28 15 E ANDERSON ST · RHINELANDER, WI 54501 | Investment Management | $40,819 |
BMO HARRIS BANK NA6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,887 | $78,419-13.4% | $133,956-49.3% | $73,409-7.5% |
| Participation rate | 99.5% | 78.6%+20.9pp | 79.8%+19.7pp | 72.2%+27.4pp |
| Annual return | 18.48% | 33.35%-14.9pp | 45.09%-26.6pp | 59.29%-40.8pp |
| Employer contribution / active EE | $3,767 | $2,044+84.3% | $3,919-3.9% | $2,234+68.6% |
| Participant deferral / active EE | $3,700 | $3,925-5.7% | $5,048-26.7% | $3,805-2.8% |
| Admin fee / account holder | $209 | $161+29.7% | $8,927-97.7% | $158+32.5% |