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 | $90,841 |
BMO HARRIS BANK NA2 years 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 | $76,932 | $80,360-4.3% | $90,160-14.7% | $77,958-1.3% |
| Participation rate | 88.5% | 81.9%+6.6pp | 76.9%+11.6pp | 71.6%+16.8pp |
| Annual return | 20.91% | 24.56%-3.7pp | 34.88%-14.0pp | 20.87%0pp |
| Employer contribution / active EE | $1,673 | $2,326-28.1% | $3,318-49.6% | $2,310-27.6% |
| Participant deferral / active EE | $4,945 | $5,829-15.2% | $5,288-6.5% | $3,537+39.8% |
| Admin fee / account holder | $74 | $64+16.7% | $5,943-98.7% | $97-23.5% |