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 | $60,828 |
BMO HARRIS BANK NA2+ 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.)
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 | $276,792 | $80,753+242.8% | $136,294+103.1% | $62,292+344.3% |
| Participation rate | 88.3% | 73.5%+14.7pp | 81.9%+6.4pp | 69.5%+18.8pp |
| Annual return | 16.07% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $6,106 | $2,884+111.8% | $4,695+30.0% | $2,042+199.0% |
| Participant deferral / active EE | $13,325 | $5,164+158.0% | $6,247+113.3% | $3,169+320.5% |
| Admin fee / account holder | $441 | $525-16.1% | $9,243-95.2% | $479-8.0% |