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 | $42,335 |
WIPFLI LLP3+ years Service code 10 · EIN 39-0758449 | Accounting | $8,000 |
BMO HARRIS BANK NA3+ 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 | $16,810 | $28,416-40.8% | $73,545-77.1% | $69,631-75.9% |
| Participation rate | 37.6% | 38.3%-0.7pp | 54.9%-17.3pp | 70.7%-33.1pp |
| Annual return | 18.35% | -694.13%+712.5pp | -15.16%+33.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $146 | $430-66.1% | $1,219-88.0% | $2,032-92.8% |
| Participant deferral / active EE | $870 | $897-3.0% | $1,806-51.8% | $3,224-73.0% |
| Admin fee / account holder | $94 | $104-10.0% | $2,320-96.0% | $110-15.0% |