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 | $12,588 |
BAKER TILLY US, LLP6+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $11,000 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,304 | $430,560-99.7% | $98,907-98.7% | $106,222-98.8% |
| Participation rate | 71.8% | 86.2%-14.4pp | 76.0%-4.2pp | 70.8%+1.0pp |
| Annual return | -20.28% | 17.89%-38.2pp | 196.43%-216.7pp | 21.69%-42.0pp |
| Employer contribution / active EE | $0 | $6,804-100.0% | $2,689-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $0 | $9,623-100.0% | $4,244-100.0% | $4,600-100.0% |
| Admin fee / account holder | $2 | $220-99.1% | $6,642-100.0% | $78-97.3% |