Filed April 4, 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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $31,186 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $11,817 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $7,600 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,036 | $22,714-29.4% | $59,496-73.0% | $55,191-70.9% |
| Participation rate | 36.2% | 37.5%-1.2pp | 54.6%-18.3pp | 69.2%-32.9pp |
| Annual return | -2.63% | -44.01%+41.4pp | 182.05%-184.7pp | 10.78%-13.4pp |
| Employer contribution / active EE | $142 | $418-65.9% | $1,153-87.7% | $1,899-92.5% |
| Participant deferral / active EE | $804 | $843-4.6% | $1,829-56.0% | $3,046-73.6% |
| Admin fee / account holder | $134 | $83+60.2% | $2,232-94.0% | $91+47.1% |