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 | $58,830 |
PRIVATE ADVISOR GROUP LLC5 years Filed as: PRIVATE ADVISOR GROUP Service code 28 65 MADISON AVE · MORISTOWN, NJ 07960 | Investment Management | $57,033 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,827 | $85,135+96.0% | $98,907+68.7% | $73,409+127.3% |
| Participation rate | 98.8% | 81.1%+17.6pp | 76.0%+22.7pp | 72.2%+26.6pp |
| Annual return | 13.36% | 19.14%-5.8pp | 196.43%-183.1pp | 59.29%-45.9pp |
| Employer contribution / active EE | $5,500 | $2,721+102.1% | $2,689+104.5% | $2,234+146.2% |
| Participant deferral / active EE | $4,987 | $4,349+14.7% | $4,244+17.5% | $3,805+31.0% |
| Admin fee / account holder | $253 | $139+81.7% | $6,642-96.2% | $158+60.2% |