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 | $58,371 |
BMO HARRIS BANK NA3+ 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 | $62,856 | $53,925+16.6% | $75,670-16.9% | $69,631-9.7% |
| Participation rate | 93.9% | 71.2%+22.7pp | 72.3%+21.5pp | 70.7%+23.2pp |
| Annual return | 15.62% | 17.84%-2.2pp | 27.34%-11.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,842 | $1,802+2.2% | $2,352-21.7% | $2,032-9.3% |
| Participant deferral / active EE | $3,196 | $2,569+24.4% | $3,142+1.7% | $3,224-0.9% |
| Admin fee / account holder | $168 | $97+73.2% | $5,800-97.1% | $110+52.3% |