Filed October 18, 2004
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 | $53,692 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,642 | $75,183+241.4% | $123,892+107.1% | $55,167+365.2% |
| Participation rate | 89.8% | 72.8%+17.0pp | 81.4%+8.4pp | 69.0%+20.8pp |
| Annual return | 10.18% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $6,254 | $2,823+121.5% | $4,617+35.5% | $1,963+218.7% |
| Participant deferral / active EE | $13,572 | $5,084+166.9% | $5,984+126.8% | $3,054+344.4% |
| Admin fee / account holder | $423 | $663-36.2% | $8,357-94.9% | $504-16.1% |