Filed August 9, 2013
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 | $64,816 |
FIDUCIARYVEST LLC2+ years Service code 27 · EIN 20-2217636 | Advisory (Plan) | $22,007 |
ARBOR INVESTMENT ADVISORS2+ years Service code 27 · EIN 72-2605557 | Advisory (Plan) | $9,721 |
WITHUMSMITH+BROWN, PC1 year Filed as: BLUE ROCK ADVISORS/DONALD E BROWN Service code 28 524 N TRADE STREET · WINSTOM-SALEM, NC 27101 | Investment Management | $5,323 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $153,120 | $155,795-1.7% | $136,294+12.3% | $69,631+119.9% |
| Participation rate | 94.3% | 75.2%+19.0pp | 81.9%+12.3pp | 70.7%+23.6pp |
| Annual return | 19.25% | 232464.33%-232445.1pp | 5155.94%-5136.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $7,874 | $2,991+163.3% | $4,695+67.7% | $2,032+287.5% |
| Participant deferral / active EE | $5,087 | $5,394-5.7% | $6,247-18.6% | $3,224+57.8% |
| Admin fee / account holder | $131 | $128+2.1% | $9,243-98.6% | $110+18.6% |