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 | $14,637 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 4969 US HIGHWAY 42, STE 1200 · LOUISVILLE, KY 40222 | Advisory (Plan) | $9,525 |
BMO HARRIS BANK NA2 years 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 | $134,552 | $69,305+94.1% | $82,313+63.5% | $69,631+93.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 14.56% | 21.47%-6.9pp | 25.88%-11.3pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $2,246 | $1,887+19.1% | $2,428-7.5% | $2,032+10.5% |
| Participant deferral / active EE | $2,556 | $3,568-28.4% | $3,706-31.0% | $3,224-20.7% |
| Admin fee / account holder | $43 | $97-55.9% | $5,608-99.2% | $110-61.2% |