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 | $104,872 |
SPECTRUM INVESTMENT ADVISORS7+ years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 WEST MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $60,000 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,026 | $66,528-0.8% | $86,874-24.0% | $86,799-23.9% |
| Participation rate | 94.1% | 72.4%+21.8pp | 71.6%+22.5pp | 72.3%+21.8pp |
| Annual return | 15.19% | 19.56%-4.4pp | 63.52%-48.3pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,147 | $2,007+7.0% | $2,495-14.0% | $2,405-10.7% |
| Participant deferral / active EE | $4,729 | $3,240+46.0% | $3,699+27.8% | $4,131+14.5% |
| Admin fee / account holder | $170 | $148+14.5% | $5,828-97.1% | $1700% |