Filed December 12, 2008
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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $48,638 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $14,918 |
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. $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.
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 | $158,335 | $62,324+154.1% | $68,509+131.1% | $55,191+186.9% |
| Participation rate | 98.1% | 78.9%+19.2pp | 74.7%+23.4pp | 69.2%+29.0pp |
| Annual return | -0.78% | 4.26%-5.0pp | 8.27%-9.0pp | 10.78%-11.6pp |
| Employer contribution / active EE | $6,042 | $2,223+171.8% | $2,278+165.3% | $1,899+218.2% |
| Participant deferral / active EE | $3,577 | $3,425+4.4% | $3,382+5.8% | $3,046+17.4% |
| Admin fee / account holder | $211 | $91+131.1% | $5,275-96.0% | $91+132.6% |