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 | $1,571,890 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $96,000 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,799 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $203,001 | $201,404+0.8% | $93,606+116.9% | $89,569+126.6% |
| Participation rate | 46.1% | 87.5%-41.5pp | 75.8%-29.8pp | 69.6%-23.5pp |
| Annual return | 21.83% | 23.05%-1.2pp | 32.76%-10.9pp | 34.56%-12.7pp |
| Employer contribution / active EE | $803 | $6,528-87.7% | $2,718-70.5% | $2,584-68.9% |
| Participant deferral / active EE | $4,289 | $9,208-53.4% | $4,069+5.4% | $4,220+1.6% |
| Admin fee / account holder | $154 | $89+72.5% | $7,888-98.0% | $72+115.1% |