Filed May 18, 1995
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 | $1,900 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,259 | $63,905+136.7% | $74,183+103.9% | $57,658+162.3% |
| Participation rate | 97.7% | 79.8%+18.0pp | 76.6%+21.1pp | 70.2%+27.5pp |
| Annual return | 5.78% | 60.60%-54.8pp | 17.74%-12.0pp | 5.13%+0.6pp |
| Employer contribution / active EE | $3,426 | $1,840+86.2% | $2,370+44.6% | $1,974+73.6% |
| Participant deferral / active EE | $5,600 | $3,448+62.4% | $3,550+57.8% | $3,061+83.0% |
| Admin fee / account holder | $3 | $91-96.9% | $5,586-99.9% | $95-97.0% |