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 | $123,423 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL Service code 28 · EIN 26-2061505 | Investment Management | $28,476 |
BMO HARRIS BANK NA5+ 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 | $94,164 | $69,159+36.2% | $125,175-24.8% | $67,579+39.3% |
| Participation rate | 98.7% | 78.2%+20.5pp | 79.8%+18.9pp | 71.3%+27.4pp |
| Annual return | 25.93% | 27.12%-1.2pp | 43.79%-17.9pp | 378.56%-352.6pp |
| Employer contribution / active EE | $11,179 | $2,023+452.5% | $3,865+189.2% | $2,148+420.5% |
| Participant deferral / active EE | $11,352 | $3,700+206.8% | $4,937+129.9% | $3,539+220.7% |
| Admin fee / account holder | $119 | $142-16.0% | $9,702-98.8% | $142-16.3% |