Filed July 9, 2012
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 | $128,748 |
Filed as: CAPFINANCIAL Service code 28 · EIN 26-2061505 | Investment Management | $30,572 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,054 | $71,666+3.3% | $117,854-37.2% | $69,631+6.4% |
| Participation rate | 97.2% | 77.5%+19.7pp | 79.7%+17.6pp | 70.7%+26.5pp |
| Annual return | 19.45% | 18.86%+0.6pp | 335.08%-315.6pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $9,579 | $1,889+407.1% | $3,786+153.0% | $2,032+371.4% |
| Participant deferral / active EE | $8,787 | $3,340+163.1% | $4,482+96.1% | $3,224+172.6% |
| Admin fee / account holder | $130 | $120+7.7% | $8,020-98.4% | $110+17.3% |