Filed March 22, 2005
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 13 · EIN 46-5378846 11 WEST MONROE STREET · CHICAGO, IL 30603 | Contract Administrator | $96,833 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 59 · EIN 36-2085229 11 WEST MONROE STREET · CHICAGO, IL 30603 | Shareholder Servicing | $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 | $54,838 | $65,118-15.8% | $76,768-28.6% | $55,725-1.6% |
| Participation rate | 96.3% | 79.6%+16.7pp | 77.0%+19.3pp | 70.9%+25.4pp |
| Annual return | 10.85% | -1.27%+12.1pp | 2.43%+8.4pp | 244.93%-234.1pp |
| Employer contribution / active EE | $1,514 | $1,941-22.0% | $2,485-39.1% | $2,078-27.2% |
| Participant deferral / active EE | $3,171 | $3,688-14.0% | $3,852-17.7% | $3,356-5.5% |
| Admin fee / account holder | $115 | $116-0.7% | $6,675-98.3% | $115-0.2% |