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 | $34,282 |
MHK ADVISOR GROUP4+ years Service code 28 9701 BRADER WAY, STE 202 · MIDDLETON, WI 53562 | Investment Management | $31,507 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return 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 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 | $35,837 | $39,898-10.2% | $121,196-70.4% | $55,725-35.7% |
| Participation rate | 81.4% | 61.2%+20.1pp | 71.7%+9.6pp | 70.9%+10.5pp |
| Annual return | -7.34% | -0.96%-6.4pp | 16.93%-24.3pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,408 | $1,295+8.7% | $4,022-65.0% | $2,078-32.3% |
| Participant deferral / active EE | $4,488 | $2,439+84.0% | $3,344+34.2% | $3,356+33.7% |
| Admin fee / account holder | $195 | $95+105.3% | $5,019-96.1% | $115+69.5% |