Filed April 12, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $41,855 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,174 | $66,302-9.2% | $110,238-45.4% | $56,287+6.9% |
| Participation rate | 96.2% | 74.9%+21.3pp | 79.8%+16.4pp | 69.9%+26.4pp |
| Annual return | -6.36% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $988 | $2,047-51.7% | $3,826-74.2% | $2,111-53.2% |
| Participant deferral / active EE | $2,885 | $3,381-14.7% | $4,672-38.3% | $3,350-13.9% |
| Admin fee / account holder | $203 | $698-70.9% | $8,547-97.6% | $521-61.0% |