Filed October 19, 2004 (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 | $58,221 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,356 | $69,159+84.1% | $125,175+1.7% | $67,579+88.5% |
| Participation rate | 99.4% | 78.2%+21.2pp | 79.8%+19.7pp | 71.3%+28.2pp |
| Annual return | 29.07% | 27.12%+1.9pp | 43.79%-14.7pp | 378.56%-349.5pp |
| Employer contribution / active EE | $2,078 | $2,023+2.7% | $3,865-46.2% | $2,148-3.3% |
| Participant deferral / active EE | $7,108 | $3,700+92.1% | $4,937+44.0% | $3,539+100.8% |
| Admin fee / account holder | $130 | $142-8.0% | $9,702-98.7% | $142-8.4% |