Filed July 25, 2006 (most recent of 3 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 | $122,562 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,273 | $56,640+20.5% | $80,975-15.7% | $57,658+18.4% |
| Participation rate | 89.8% | 75.9%+13.9pp | 75.8%+14.0pp | 70.2%+19.6pp |
| Annual return | 9.57% | 19.97%-10.4pp | 17.10%-7.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,634 | $2,085-21.6% | $3,714-56.0% | $1,974-17.2% |
| Participant deferral / active EE | $5,059 | $4,944+2.3% | $5,696-11.2% | $3,061+65.3% |
| Admin fee / account holder | $111 | $87+26.9% | $5,516-98.0% | $95+16.9% |