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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $61,775 |
Filed as: PRIVATE ADVISOR GROUP Service code 28 65 MADISON AVE · MORISTOWN, NJ 07960 | Investment Management | $21,729 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $156,165 | $74,024+111.0% | $77,999+100.2% | $57,658+170.8% |
| Participation rate | 99.0% | 79.7%+19.2pp | 75.5%+23.5pp | 70.2%+28.7pp |
| Annual return | 6.63% | 12.14%-5.5pp | 425.96%-419.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,593 | $2,365+136.5% | $2,470+126.4% | $1,974+183.4% |
| Participant deferral / active EE | $4,074 | $3,533+15.3% | $3,497+16.5% | $3,061+33.1% |
| Admin fee / account holder | $255 | $93+174.0% | $5,480-95.3% | $95+170.1% |