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 | $31,361 |
MHK ADVISOR GROUP3+ years Service code 28 9701 BRADER WAY, STE 202 · MIDDLETON, WI 53562 | Investment Management | $27,620 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,818 | $45,324+7.7% | $122,332-60.1% | $69,631-29.9% |
| Participation rate | 54.3% | 59.9%-5.7pp | 71.6%-17.4pp | 70.7%-16.4pp |
| Annual return | 21.12% | 25.35%-4.2pp | 30.27%-9.2pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $873 | $1,230-29.0% | $4,050-78.4% | $2,032-57.0% |
| Participant deferral / active EE | $2,960 | $2,367+25.1% | $3,287-9.9% | $3,224-8.2% |
| Admin fee / account holder | $226 | $87+159.7% | $5,478-95.9% | $110+104.6% |