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 | $55,799 |
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP Service code 28 65 MADISON AVE · MORISTOWN, NJ 07960 | Investment Management | $49,371 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,735 | $75,284+126.8% | $91,001+87.6% | $69,631+145.2% |
| Participation rate | 99.7% | 80.4%+19.3pp | 75.6%+24.1pp | 70.7%+29.0pp |
| Annual return | 15.45% | 48.40%-32.9pp | 4.60%+10.9pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $6,077 | $2,473+145.8% | $2,456+147.5% | $2,032+199.0% |
| Participant deferral / active EE | $4,762 | $3,700+28.7% | $3,547+34.2% | $3,224+47.7% |
| Admin fee / account holder | $318 | $111+187.4% | $5,417-94.1% | $110+187.7% |