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 | $130,987 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 28 19435 W CAPITOL DRIVE · BROOKFIELD, WA 53045 | Investment Management | $55,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,125 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,336 | $89,904+99.5% | $453,369-60.4% | $86,799+106.6% |
| Participation rate | 95.5% | 75.7%+19.8pp | 78.0%+17.5pp | 72.3%+23.3pp |
| Annual return | 14.93% | 19.72%-4.8pp | 64.40%-49.5pp | 97.91%-83.0pp |
| Employer contribution / active EE | $15 | $3,279-99.5% | $4,070-99.6% | $2,405-99.4% |
| Participant deferral / active EE | $10,403 | $5,114+103.4% | $6,209+67.5% | $4,131+151.8% |
| Admin fee / account holder | $254 | $156+62.9% | $11,209-97.7% | $170+49.6% |