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 | $130,890 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,699 |
BMO HARRIS BANK NA5 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,346 | $52,293+464.8% | $178,490+65.5% | $73,409+302.3% |
| Participation rate | 81.3% | 65.3%+16.0pp | 81.9%-0.6pp | 72.2%+9.1pp |
| Annual return | 16.15% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $9,765 | $1,735+462.7% | $5,011+94.9% | $2,234+337.2% |
| Participant deferral / active EE | $2,371 | $2,332+1.7% | $5,202-54.4% | $3,805-37.7% |
| Admin fee / account holder | $396 | $127+211.3% | $13,984-97.2% | $158+151.1% |