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 | $118,737 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $46,700 |
BMO HARRIS BANK NA5+ 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 | $68,598 | $111,608-38.5% | $177,821-61.4% | $73,409-6.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 15.10% | 18.23%-3.1pp | 48.32%-33.2pp | 59.29%-44.2pp |
| Employer contribution / active EE | $2,924 | $3,796-23.0% | $5,918-50.6% | $2,234+30.9% |
| Participant deferral / active EE | $5,976 | $6,199-3.6% | $7,714-22.5% | $3,805+57.0% |
| Admin fee / account holder | $136 | $166-17.8% | $12,427-98.9% | $158-13.8% |