Filed November 5, 1997 (most recent of 2 filings on file)
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 | $39,241 |
Filed as: JOHN MASTERSON Service code 27 3100 VILLAGE POINT · CHESTERTON, IN 46304 | Advisory (Plan) | $28,568 |
BAKER TILLY US, LLP4+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $14,196 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,877 | $62,267-39.2% | $110,238-65.6% | $55,725-32.0% |
| Participation rate | 28.3% | 78.1%-49.8pp | 79.8%-51.5pp | 70.9%-42.6pp |
| Annual return | -5.28% | -1.07%-4.2pp | 314.74%-320.0pp | 244.93%-250.2pp |
| Employer contribution / active EE | $97 | $1,941-95.0% | $3,826-97.5% | $2,078-95.3% |
| Participant deferral / active EE | $1,037 | $3,516-70.5% | $4,672-77.8% | $3,356-69.1% |
| Admin fee / account holder | $236 | $121+94.9% | $8,547-97.2% | $115+104.6% |