Filed March 7, 1996
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 | $53,237 |
Service code 28 · EIN 39-1859759 | Investment Management | $23,367 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,708 | $84,936+119.8% | $111,297+67.8% | $79,386+135.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 13.75% | 17.45%-3.7pp | 54.65%-40.9pp | 116.85%-103.1pp |
| Employer contribution / active EE | $6,896 | $1,979+248.4% | $2,731+152.5% | $2,427+184.1% |
| Participant deferral / active EE | $4,601 | $3,888+18.3% | $4,487+2.5% | $4,046+13.7% |
| Admin fee / account holder | $412 | $537-23.3% | $7,964-94.8% | $626-34.3% |