Filed October 19, 2007
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 8-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 | $27,643 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
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 | $43,939 | $59,186-25.8% | $76,768-42.8% | $56,287-21.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 77.0%+3.0pp | 69.9%+10.1pp |
| Annual return | 9.54% | 6.62%+2.9pp | 2.43%+7.1pp | -9.96%+19.5pp |
| Employer contribution / active EE | $812 | $1,759-53.8% | $2,485-67.3% | $2,111-61.5% |
| Participant deferral / active EE | $2,252 | $3,255-30.8% | $3,852-41.5% | $3,350-32.8% |
| Admin fee / account holder | $285 | $489-41.7% | $6,675-95.7% | $521-45.3% |