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 | $140,533 |
WHN INVESTOR SERVICES5+ years Filed as: WHN INVESTORS SERVICES, INC. Service code 28 · EIN 39-1382973 | Investment Management | $19,945 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,600 |
BMO HARRIS BANK NA4+ 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 | $175,530 | $75,419+132.7% | $392,568-55.3% | $67,579+159.7% |
| Participation rate | 94.0% | 74.8%+19.1pp | 78.1%+15.9pp | 71.3%+22.7pp |
| Annual return | 20.94% | 36.70%-15.8pp | 24.42%-3.5pp | 378.56%-357.6pp |
| Employer contribution / active EE | $30 | $2,636-98.9% | $3,783-99.2% | $2,148-98.6% |
| Participant deferral / active EE | $9,276 | $4,347+113.4% | $5,985+55.0% | $3,539+162.1% |
| Admin fee / account holder | $240 | $114+111.0% | $6,260-96.2% | $142+68.7% |