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 | $121,678 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,624 |
BMO HARRIS BANK NA3 years 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.)
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 | $234,166 | $37,196+529.5% | $154,107+51.9% | $55,725+320.2% |
| Participation rate | 88.4% | 64.1%+24.3pp | 83.0%+5.3pp | 70.9%+17.5pp |
| Annual return | -4.47% | 1319.68%-1324.1pp | 735.12%-739.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $9,800 | $1,614+507.2% | $5,298+85.0% | $2,078+371.6% |
| Participant deferral / active EE | $2,090 | $2,068+1.1% | $5,081-58.9% | $3,356-37.7% |
| Admin fee / account holder | $410 | $102+303.8% | $13,411-96.9% | $115+256.2% |