Filed November 7, 2000
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 | $140,664 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $47,115 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,172 | $88,515-23.0% | $162,163-58.0% | $67,579+0.9% |
| Participation rate | 99.1% | 86.8%+12.3pp | 87.6%+11.6pp | 71.3%+27.9pp |
| Annual return | 22.19% | 27.04%-4.9pp | 115.59%-93.4pp | 378.56%-356.4pp |
| Employer contribution / active EE | $2,879 | $3,563-19.2% | $5,614-48.7% | $2,148+34.0% |
| Participant deferral / active EE | $6,009 | $5,724+5.0% | $7,298-17.7% | $3,539+69.8% |
| Admin fee / account holder | $179 | $124+44.9% | $10,843-98.3% | $142+25.9% |