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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE ADVISOR GROUP Service code 28 65 MADISON AVE · MORISTOWN, NJ 07960 | Investment Management | $53,061 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $50,400 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 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 | $157,103 | $74,347+111.3% | $93,606+67.8% | $67,579+132.5% |
| Participation rate | 97.7% | 80.6%+17.0pp | 75.8%+21.8pp | 71.3%+26.4pp |
| Annual return | 19.86% | 28.07%-8.2pp | 32.76%-12.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $5,126 | $2,583+98.5% | $2,718+88.6% | $2,148+138.7% |
| Participant deferral / active EE | $4,736 | $4,060+16.7% | $4,069+16.4% | $3,539+33.8% |
| Admin fee / account holder | $246 | $123+100.8% | $7,888-96.9% | $142+73.1% |