Filed June 7, 2013 (most recent of 3 filings on file)
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 | $79,910 |
SPECTRUM INVESTMENT ADVISORS5+ years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 WEST MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $54,381 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $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 | $55,244 | $55,790-1.0% | $76,817-28.1% | $67,579-18.3% |
| Participation rate | 96.3% | 71.1%+25.2pp | 72.1%+24.2pp | 71.3%+25.0pp |
| Annual return | 24.50% | 64.45%-39.9pp | 1166.11%-1141.6pp | 378.56%-354.1pp |
| Employer contribution / active EE | $1,900 | $1,810+4.9% | $2,302-17.5% | $2,148-11.5% |
| Participant deferral / active EE | $4,337 | $2,875+50.9% | $3,336+30.0% | $3,539+22.6% |
| Admin fee / account holder | $161 | $159+1.2% | $6,420-97.5% | $142+13.2% |