Filed December 1, 2003 (most recent of 2 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 | $1,714,923 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC (FKA BOGDAHN) Service code 17 · EIN 59-3676225 | Pension Consulting | $96,000 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,050 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant 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 | $92,352 | $187,373-50.7% | $91,001+1.5% | $80,976+14.0% |
| Participation rate | 98.5% | 87.5%+11.1pp | 75.6%+22.9pp | 68.3%+30.3pp |
| Annual return | 15.18% | 16.95%-1.8pp | 4.60%+10.6pp | 22.91%-7.7pp |
| Employer contribution / active EE | $421 | $5,838-92.8% | $2,456-82.8% | $2,402-82.5% |
| Participant deferral / active EE | $3,705 | $8,375-55.8% | $3,547+4.4% | $3,848-3.7% |
| Admin fee / account holder | $78 | $91-14.3% | $5,417-98.6% | $67+16.1% |