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 | $70,374 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,009 | $86,225+60.1% | $146,665-5.9% | $86,799+59.0% |
| Participation rate | 93.9% | 78.0%+15.9pp | 80.1%+13.8pp | 72.3%+21.6pp |
| Annual return | 15.20% | 31.23%-16.0pp | 22.74%-7.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,344 | $2,392-2.0% | $4,136-43.3% | $2,405-2.6% |
| Participant deferral / active EE | $7,478 | $4,245+76.2% | $5,506+35.8% | $4,131+81.0% |
| Admin fee / account holder | $115 | $195-41.0% | $10,280-98.9% | $170-32.0% |