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: ONE AMERICA RETIREMENT SERVICES LLC Service code 13 · EIN 46-5378846 11 WEST MONROE STREET · CHICAGO, IL 30603 | Contract Administrator | $79,909 |
BMO HARRIS BANK NA3 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 | $54,280 | $79,519-31.7% | $95,952-43.4% | $73,409-26.1% |
| Participation rate | 97.0% | 81.2%+15.9pp | 77.1%+20.0pp | 72.2%+24.9pp |
| Annual return | 9.26% | 19.20%-9.9pp | 91.61%-82.4pp | 59.29%-50.0pp |
| Employer contribution / active EE | $1,626 | $2,048-20.6% | $2,541-36.0% | $2,234-27.2% |
| Participant deferral / active EE | $3,541 | $4,138-14.4% | $4,167-15.0% | $3,805-7.0% |
| Admin fee / account holder | $85 | $184-53.9% | $6,795-98.8% | $158-46.2% |