Filed November 9, 2005
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 | $18,187 |
SCHENCK SC1+ years Service code 10 · EIN 39-1173131 | Accounting | $9,800 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOEMER VANDEUREN SC Service code 29 1000 NORTH WATER STREET · MILWAUKEE, WI 53202 | Legal | $9,648 |
FMI CORPORATION1+ years Service code 34 5171 GLENWOOD AVENUE · RALEIGH, NE 27612 | Valuation (appraisals, etc.) | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,805 | $75,183+27.4% | $123,892-22.7% | $55,167+73.7% |
| Participation rate | 66.5% | 72.8%-6.4pp | 81.4%-15.0pp | 69.0%-2.5pp |
| Annual return | 22.00% | 19.01%+3.0pp | 47.52%-25.5pp | 169.23%-147.2pp |
| Employer contribution / active EE | $1,020 | $2,823-63.9% | $4,617-77.9% | $1,963-48.0% |
| Participant deferral / active EE | $3,135 | $5,084-38.3% | $5,984-47.6% | $3,054+2.7% |
| Admin fee / account holder | $352 | $663-46.9% | $8,357-95.8% | $504-30.2% |