Filed November 28, 2014
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 | $750 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,336 | $75,284+16.0% | $91,001-4.0% | $69,631+25.4% |
| Participation rate | 46.1% | 80.4%-34.3pp | 75.6%-29.5pp | 70.7%-24.6pp |
| Annual return | 19.09% | 48.40%-29.3pp | 4.60%+14.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $477 | $2,473-80.7% | $2,456-80.6% | $2,032-76.5% |
| Participant deferral / active EE | $1,941 | $3,700-47.5% | $3,547-45.3% | $3,224-39.8% |
| Admin fee / account holder | $4 | $111-96.2% | $5,417-99.9% | $110-96.2% |