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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $25,841 |
MHK ADVISOR GROUP2+ years Service code 28 9701 BRADER WAY, STE 202 · MIDDLETON, WI 53562 | Investment Management | $22,572 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,734 | $38,969+37.9% | $109,313-50.8% | $55,167-2.6% |
| Participation rate | 88.1% | 58.2%+29.8pp | 71.3%+16.8pp | 69.0%+19.1pp |
| Annual return | 5.53% | 8.26%-2.7pp | 22.07%-16.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,537 | $1,227+25.3% | $3,892-60.5% | $1,963-21.7% |
| Participant deferral / active EE | $5,461 | $2,176+151.0% | $3,166+72.5% | $3,054+78.8% |
| Admin fee / account holder | $251 | $501-49.9% | $5,666-95.6% | $504-50.2% |