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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $55,107 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $62,999 | $50,106+25.7% | $70,014-10.0% | $57,658+9.3% |
| Participation rate | 95.0% | 70.9%+24.2pp | 71.8%+23.2pp | 70.2%+24.8pp |
| Annual return | 8.93% | 14.58%-5.6pp | 12.99%-4.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,760 | $1,739+1.2% | $2,338-24.7% | $1,974-10.8% |
| Participant deferral / active EE | $3,097 | $2,486+24.6% | $2,931+5.7% | $3,061+1.2% |
| Admin fee / account holder | $176 | $89+97.4% | $4,380-96.0% | $95+86.2% |