Filed November 3, 2013 (most recent of 2 filings on file)
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 | $55,019 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $29,350 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $9,850 |
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 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 | $279,550 | $51,620+441.6% | $90,281+209.6% | $65,185+328.9% |
| Participation rate | 99.5% | 68.6%+30.8pp | 73.3%+26.2pp | 70.2%+29.3pp |
| Annual return | 24.38% | 24.94%-0.6pp | 78.10%-53.7pp | 29.38%-5.0pp |
| Employer contribution / active EE | $8,393 | $2,235+275.6% | $2,854+194.0% | $2,177+285.6% |
| Participant deferral / active EE | $7,123 | $2,871+148.2% | $3,885+83.3% | $3,514+102.7% |
| Admin fee / account holder | $408 | $384+6.1% | $5,351-92.4% | $847-51.8% |