Filed August 1, 2006 (most recent of 4 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 |
|---|---|---|
MHK ADVISOR GROUP1+ years Service code 28 9701 BRADER WAY, STE 202 · MIDDLETON, WI 53562 | Investment Management | $25,965 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $19,552 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $8,397 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,859 | $37,134+55.8% | $100,671-42.5% | $52,331+10.6% |
| Participation rate | 81.2% | 57.7%+23.5pp | 70.7%+10.5pp | 68.1%+13.1pp |
| Annual return | -0.62% | 0.10%-0.7pp | 20.43%-21.0pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,146 | $1,187-3.5% | $4,012-71.4% | $1,882-39.1% |
| Participant deferral / active EE | $4,695 | $2,163+117.0% | $3,144+49.4% | $3,022+55.4% |
| Admin fee / account holder | $359 | $467-23.0% | $4,850-92.6% | $592-39.2% |