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 | $34,647 |
MHK ADVISOR GROUP5+ years Service code 28 9701 BRADER WAY, STE 202 · MIDDLETON, WI 53562 | Investment Management | $33,699 |
BMO HARRIS BANK NA5+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,998 | $47,648-7.7% | $130,648-66.3% | $67,579-34.9% |
| Participation rate | 48.6% | 60.4%-11.8pp | 71.7%-23.2pp | 71.3%-22.7pp |
| Annual return | 27.80% | 25.73%+2.1pp | 1708.96%-1681.2pp | 378.56%-350.8pp |
| Employer contribution / active EE | $872 | $1,408-38.1% | $4,092-78.7% | $2,148-59.4% |
| Participant deferral / active EE | $3,022 | $2,616+15.5% | $3,603-16.1% | $3,539-14.6% |
| Admin fee / account holder | $178 | $105+69.9% | $5,464-96.7% | $142+25.4% |