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 | $108,940 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 28 19435 W CAPITOL DRIVE · BROOKFIELD, WA 53045 | Investment Management | $13,750 |
WHN INVESTOR SERVICES6+ years Filed as: WHN INVESTORS SERVICES, INC. Service code 28 · EIN 39-1382973 | Investment Management | $12,500 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
BMO HARRIS BANK NA5+ 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 | $183,963 | $82,093+124.1% | $379,746-51.6% | $73,409+150.6% |
| Participation rate | 96.6% | 76.8%+19.8pp | 78.4%+18.2pp | 72.2%+24.4pp |
| Annual return | 18.04% | 18.89%-0.9pp | 34.90%-16.9pp | 59.29%-41.3pp |
| Employer contribution / active EE | $30 | $2,847-98.9% | $3,540-99.1% | $2,234-98.7% |
| Participant deferral / active EE | $9,859 | $4,697+109.9% | $6,024+63.7% | $3,805+159.1% |
| Admin fee / account holder | $196 | $128+53.3% | $7,927-97.5% | $158+23.9% |