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 | $124,654 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $48,600 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $80,894 | $111,491-27.4% | $189,513-57.3% | $86,799-6.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 18.24% | 83.50%-65.3pp | 555.15%-536.9pp | 97.91%-79.7pp |
| Employer contribution / active EE | $3,164 | $3,951-19.9% | $6,162-48.7% | $2,405+31.5% |
| Participant deferral / active EE | $6,781 | $6,437+5.4% | $8,221-17.5% | $4,131+64.2% |
| Admin fee / account holder | $138 | $189-26.7% | $12,045-98.9% | $170-18.5% |