Filed March 24, 2006
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 | $43,141 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,784 | $86,332-7.6% | $125,175-36.3% | $65,185+22.4% |
| Participation rate | 98.4% | 75.3%+23.0pp | 79.8%+18.6pp | 70.2%+28.2pp |
| Annual return | 27.10% | 27.43%-0.3pp | 43.79%-16.7pp | 29.38%-2.3pp |
| Employer contribution / active EE | $1,568 | $2,040-23.1% | $3,865-59.4% | $2,177-28.0% |
| Participant deferral / active EE | $5,043 | $3,537+42.6% | $4,937+2.2% | $3,514+43.5% |
| Admin fee / account holder | $188 | $609-69.1% | $9,702-98.1% | $847-77.8% |