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 | $45,888 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $34,818 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $399,233 | $63,745+526.3% | $98,442+305.6% | $79,386+402.9% |
| Participation rate | 96.7% | 69.9%+26.8pp | 73.3%+23.3pp | 70.7%+26.0pp |
| Annual return | 12.91% | 625.80%-612.9pp | 1492.73%-1479.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $9,577 | $2,557+274.6% | $2,960+223.6% | $2,427+294.5% |
| Participant deferral / active EE | $8,357 | $3,303+153.0% | $4,276+95.4% | $4,046+106.6% |
| Admin fee / account holder | $365 | $516-29.2% | $5,949-93.9% | $626-41.7% |