Filed February 19, 2008 (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 | $151,526 |
WHN INVESTOR SERVICES4+ years Filed as: WHN INVESTORS SERVICES, INC. Service code 28 · EIN 39-1382973 | Investment Management | $33,781 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,091 | $64,286+138.1% | $106,387+43.9% | $55,725+174.7% |
| Participation rate | 98.3% | 75.2%+23.1pp | 77.5%+20.9pp | 70.9%+27.5pp |
| Annual return | -5.83% | 0.84%-6.7pp | 0.25%-6.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $26 | $2,367-98.9% | $3,520-99.3% | $2,078-98.8% |
| Participant deferral / active EE | $9,258 | $4,158+122.7% | $5,421+70.8% | $3,356+175.9% |
| Admin fee / account holder | $251 | $102+145.1% | $7,510-96.7% | $115+117.7% |