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 | $80,823 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK N.A. Service code 59 · EIN 36-2085229 11 WEST MONROE STREET · CHICAGO, IL 30603 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,342 | $73,404-26.0% | $87,100-37.6% | $67,579-19.6% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.9%+19.4pp | 71.3%+25.0pp |
| Annual return | -1.42% | 48.29%-49.7pp | 28.19%-29.6pp | 378.56%-380.0pp |
| Employer contribution / active EE | $1,650 | $2,014-18.0% | $2,521-34.5% | $2,148-23.2% |
| Participant deferral / active EE | $3,597 | $3,913-8.1% | $4,049-11.2% | $3,539+1.6% |
| Admin fee / account holder | $96 | $142-32.3% | $7,497-98.7% | $142-32.6% |