Filed September 16, 2026 (most recent of 2 filings on file)
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 | $48,215 |
Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $39,418 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
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 | $52,059 | $52,293-0.4% | $178,490-70.8% | $73,409-29.1% |
| Participation rate | 88.8% | 65.3%+23.5pp | 81.9%+6.9pp | 72.2%+16.7pp |
| Annual return | 13.26% | 34.75%-21.5pp | 151.07%-137.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,866 | $1,735+7.6% | $5,011-62.7% | $2,234-16.4% |
| Participant deferral / active EE | $3,541 | $2,332+51.8% | $5,202-31.9% | $3,805-6.9% |
| Admin fee / account holder | $113 | $127-11.3% | $13,984-99.2% | $158-28.5% |