Filed June 16, 2005 (most recent of 2 filings on file)
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 | $46,442 |
BMO HARRIS BANK NA5+ years 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 | $209,153 | $65,376+219.9% | $87,100+140.1% | $65,185+220.9% |
| Participation rate | 99.4% | 75.3%+24.0pp | 76.9%+22.5pp | 70.2%+29.2pp |
| Annual return | 23.80% | 31.27%-7.5pp | 28.19%-4.4pp | 29.38%-5.6pp |
| Employer contribution / active EE | $6,509 | $1,822+257.2% | $2,521+158.2% | $2,177+199.1% |
| Participant deferral / active EE | $7,293 | $3,388+115.2% | $4,049+80.1% | $3,514+107.6% |
| Admin fee / account holder | $242 | $520-53.5% | $7,497-96.8% | $847-71.4% |