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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $44,207 |
WIPFLI LLP2+ years Service code 10 · EIN 39-0758449 | Accounting | $7,750 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,980 | $23,385-31.7% | $69,182-76.9% | $57,658-72.3% |
| Participation rate | 38.6% | 37.9%+0.7pp | 55.1%-16.5pp | 70.2%-31.7pp |
| Annual return | 9.60% | -659.34%+668.9pp | -21.93%+31.5pp | 5.13%+4.5pp |
| Employer contribution / active EE | $135 | $422-67.9% | $1,206-88.8% | $1,974-93.1% |
| Participant deferral / active EE | $793 | $843-5.9% | $1,897-58.2% | $3,061-74.1% |
| Admin fee / account holder | $114 | $82+38.4% | $2,697-95.8% | $95+20.3% |