Filed March 4, 2003
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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $34,357 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $17,153 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,386 | $48,277+29.2% | $63,517-1.8% | $55,191+13.0% |
| Participation rate | 94.7% | 69.4%+25.3pp | 71.0%+23.6pp | 69.2%+25.5pp |
| Annual return | -1.44% | 2.37%-3.8pp | -70.30%+68.9pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,693 | $1,592+6.4% | $2,322-27.1% | $1,899-10.8% |
| Participant deferral / active EE | $2,987 | $2,432+22.8% | $2,953+1.1% | $3,046-2.0% |
| Admin fee / account holder | $176 | $86+104.5% | $5,892-97.0% | $91+93.7% |