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 | $58,646 |
PRIVATE ADVISOR GROUP LLC3 years Filed as: PRIVATE ADVISOR GROUP Service code 28 65 MADISON AVE · MORISTOWN, NJ 07960 | Investment Management | $50,616 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years 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 | $145,511 | $65,223+123.1% | $80,019+81.8% | $55,725+161.1% |
| Participation rate | 99.1% | 80.6%+18.6pp | 75.8%+23.3pp | 70.9%+28.3pp |
| Annual return | -5.14% | 7.59%-12.7pp | 11.22%-16.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $5,567 | $2,544+118.8% | $2,468+125.6% | $2,078+167.9% |
| Participant deferral / active EE | $4,292 | $3,881+10.6% | $3,686+16.4% | $3,356+27.9% |
| Admin fee / account holder | $290 | $114+153.8% | $6,521-95.6% | $115+151.6% |