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 | $169,466 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL Service code 28 · EIN 26-2061505 | Investment Management | $26,748 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,305 | $86,225+54.6% | $146,665-9.1% | $86,799+53.6% |
| Participation rate | 96.7% | 78.0%+18.8pp | 80.1%+16.7pp | 72.3%+24.4pp |
| Annual return | 16.44% | 31.23%-14.8pp | 22.74%-6.3pp | 97.91%-81.5pp |
| Employer contribution / active EE | $14,038 | $2,392+486.9% | $4,136+239.4% | $2,405+483.6% |
| Participant deferral / active EE | $11,885 | $4,245+180.0% | $5,506+115.9% | $4,131+187.7% |
| Admin fee / account holder | $153 | $195-21.9% | $10,280-98.5% | $170-10.0% |