Filed June 14, 1992 (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 | $434,184 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $25,692 |
MYCIO WEALTH PARTNERS LLC7+ years Service code 27 · EIN 20-2611371 | Advisory (Plan) | $24,000 |
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 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,381 | $130,338-81.3% | $85,682-71.5% | $106,520-77.1% |
| Participation rate | 20.5% | 64.6%-44.1pp | 69.9%-49.4pp | 71.3%-50.8pp |
| Annual return | 13.35% | 14.40%-1.0pp | 21.49%-8.1pp | 19.28%-5.9pp |
| Employer contribution / active EE | $278 | $3,864-92.8% | $2,618-89.4% | $2,840-90.2% |
| Participant deferral / active EE | $553 | $4,160-86.7% | $3,923-85.9% | $4,948-88.8% |
| Admin fee / account holder | $95 | $114-16.6% | $6,873-98.6% | $75+27.5% |