Filed June 27, 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 6-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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $3,050 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $550 |
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 | $35,812 | $39,798-10.0% | $67,711-47.1% | $59,632-39.9% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 0.43% | 89.94%-89.5pp | 25.41%-25.0pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,005 | $1,393-27.9% | $2,559-60.7% | $2,203-54.4% |
| Participant deferral / active EE | $1,111 | $2,335-52.4% | $3,585-69.0% | $3,192-65.2% |
| Admin fee / account holder | $32 | $3,212-99.0% | $4,255-99.2% | $4,297-99.3% |