Filed January 5, 2011
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 | $25,851 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | 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 | $87,265 | $71,192+22.6% | $117,854-26.0% | $62,292+40.1% |
| Participation rate | 95.8% | 74.2%+21.5pp | 79.7%+16.1pp | 69.5%+26.2pp |
| Annual return | 19.45% | 18.66%+0.8pp | 335.08%-315.6pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,822 | $1,934+46.0% | $3,786-25.5% | $2,042+38.2% |
| Participant deferral / active EE | $7,019 | $3,189+120.1% | $4,482+56.6% | $3,169+121.5% |
| Admin fee / account holder | $205 | $587-65.1% | $8,020-97.4% | $479-57.2% |