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 | $112,915 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL Service code 28 · EIN 26-2061505 | Investment Management | $34,731 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,561 | $78,419+47.4% | $133,956-13.7% | $73,409+57.4% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.1pp | 72.2%+26.8pp |
| Annual return | 18.07% | 33.35%-15.3pp | 45.09%-27.0pp | 59.29%-41.2pp |
| Employer contribution / active EE | $6,582 | $2,044+222.1% | $3,919+68.0% | $2,234+194.7% |
| Participant deferral / active EE | $10,787 | $3,925+174.8% | $5,048+113.7% | $3,805+183.5% |
| Admin fee / account holder | $120 | $161-25.7% | $8,927-98.7% | $158-24.0% |