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 | $41,559 |
MHK ADVISOR GROUP6+ years Service code 28 9701 BRADER WAY, STE 202 · MIDDLETON, WI 53562 | Investment Management | $35,052 |
BMO HARRIS BANK NA6+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,603 | $54,121-4.7% | $134,143-61.5% | $73,409-29.7% |
| Participation rate | 49.5% | 64.4%-14.9pp | 72.2%-22.7pp | 72.2%-22.7pp |
| Annual return | 18.64% | -312.52%+331.2pp | 36.33%-17.7pp | 59.29%-40.7pp |
| Employer contribution / active EE | $276 | $1,402-80.3% | $3,704-92.6% | $2,234-87.6% |
| Participant deferral / active EE | $2,751 | $2,844-3.3% | $3,499-21.4% | $3,805-27.7% |
| Admin fee / account holder | $192 | $132+45.1% | $6,684-97.1% | $158+21.6% |