Filed December 7, 1992 (most recent of 2 filings on file)
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 | $87,871 |
NFP RETIREMENT INC4+ years Filed as: NFP CORPORATE SERVICES MN Service code 27 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $50,542 |
BOYUM & BARENSCHEER PLLP4+ years Filed as: BOYUM & BARENSCHEER, PLLP Service code 10 · EIN 41-6192096 | Accounting | $7,200 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,461 | $56,443+140.0% | $83,848+61.6% | $55,725+143.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -4.76% | 393.67%-398.4pp | 850.88%-855.6pp | 244.93%-249.7pp |
| Employer contribution / active EE | $5,174 | $2,682+93.0% | $3,631+42.5% | $2,078+149.0% |
| Participant deferral / active EE | $7,382 | $2,965+149.0% | $4,082+80.8% | $3,356+120.0% |
| Admin fee / account holder | $384 | $156+145.9% | $5,478-93.0% | $115+233.6% |