Filed March 15, 2006
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 | $8,961 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,389 | $63,905+100.9% | $74,183+73.1% | $57,658+122.7% |
| Participation rate | 88.1% | 79.8%+8.4pp | 76.6%+11.5pp | 70.2%+17.9pp |
| Annual return | 21.23% | 60.60%-39.4pp | 17.74%+3.5pp | 5.13%+16.1pp |
| Employer contribution / active EE | $2,298 | $1,840+24.9% | $2,370-3.0% | $1,974+16.5% |
| Participant deferral / active EE | $1,977 | $3,448-42.7% | $3,550-44.3% | $3,061-35.4% |
| Admin fee / account holder | $26 | $91-71.9% | $5,586-99.5% | $95-72.9% |