Filed February 8, 2023
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 | $36,248 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $142,985 | $85,202+67.8% | $172,739-17.2% | $72,985+95.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.08% | 27.32%-4.2pp | 802.84%-779.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $6,032 | $3,324+81.4% | $5,143+17.3% | $2,440+147.2% |
| Participant deferral / active EE | $7,475 | $3,260+129.3% | $5,198+43.8% | $3,607+107.2% |
| Admin fee / account holder | $283 | $5,884-95.2% | $13,954-98.0% | $5,124-94.5% |