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 | $53,550 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $40,653 |
BMO HARRIS BANK NA6+ 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 | $353,033 | $66,124+433.9% | $90,404+290.5% | $73,488+380.4% |
| Participation rate | 98.9% | 69.7%+29.2pp | 72.7%+26.2pp | 70.7%+28.2pp |
| Annual return | 18.50% | 17.65%+0.8pp | 1293.02%-1274.5pp | 28.51%-10.0pp |
| Employer contribution / active EE | $9,330 | $2,346+297.6% | $3,262+186.0% | $2,270+311.0% |
| Participant deferral / active EE | $8,077 | $3,039+165.8% | $3,963+103.8% | $3,740+116.0% |
| Admin fee / account holder | $434 | $396+9.6% | $5,611-92.3% | $513-15.4% |