Filed December 21, 1992
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 |
|---|---|---|
Service code 21 100 SOUTH PHILLIPS AVE · SIOUX FALLS, SD 57104 | Bank Trustee | $98,960 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,450 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $226,290 | $36,916+513.0% | $156,549+44.5% | $57,658+292.5% |
| Participation rate | 83.9% | 63.4%+20.4pp | 84.0%-0.1pp | 70.2%+13.6pp |
| Annual return | 7.76% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $9,485 | $1,571+503.9% | $5,501+72.4% | $1,974+380.6% |
| Participant deferral / active EE | $1,953 | $1,926+1.4% | $4,871-59.9% | $3,061-36.2% |
| Admin fee / account holder | $350 | $82+323.9% | $13,027-97.3% | $95+269.9% |