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 | $135,128 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL Service code 28 · EIN 26-2061505 | Investment Management | $7,119 |
BMO HARRIS BANK NA4+ 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 | $72,285 | $62,267+16.1% | $110,238-34.4% | $55,725+29.7% |
| Participation rate | 98.4% | 78.1%+20.3pp | 79.8%+18.6pp | 70.9%+27.6pp |
| Annual return | -5.64% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $9,676 | $1,941+398.4% | $3,826+152.9% | $2,078+365.6% |
| Participant deferral / active EE | $10,227 | $3,516+190.9% | $4,672+118.9% | $3,356+204.8% |
| Admin fee / account holder | $114 | $121-5.7% | $8,547-98.7% | $115-1.0% |