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 | $525 |
BMO HARRIS BANK NA3+ 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 | $78,642 | $65,223+20.6% | $80,019-1.7% | $55,725+41.1% |
| Participation rate | 46.0% | 80.6%-34.5pp | 75.8%-29.8pp | 70.9%-24.8pp |
| Annual return | -5.73% | 7.59%-13.3pp | 11.22%-17.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $490 | $2,544-80.8% | $2,468-80.2% | $2,078-76.4% |
| Participant deferral / active EE | $2,093 | $3,881-46.1% | $3,686-43.2% | $3,356-37.6% |
| Admin fee / account holder | $3 | $114-97.5% | $6,521-100.0% | $115-97.6% |