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 | $8,058 |
BMO HARRIS BANK NA2+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $12,506 | $169,122-92.6% | $77,999-84.0% | $329,111-96.2% |
| Participation rate | 48.5% | 88.4%-39.9pp | 75.5%-27.0pp | 67.9%-19.4pp |
| Annual return | 177.33% | 11.00%+166.3pp | 425.96%-248.6pp | 16.35%+161.0pp |
| Employer contribution / active EE | $0 | $5,827-100.0% | $2,470-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $0 | $8,046-100.0% | $3,497-100.0% | $3,682-100.0% |
| Admin fee / account holder | $1 | $83-98.9% | $5,480-100.0% | $754-99.9% |