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 | $68,254 |
Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $37,914 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY2 years 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 | $67,864 | $56,485+20.1% | $185,823-63.5% | $86,799-21.8% |
| Participation rate | 90.0% | 65.5%+24.6pp | 81.7%+8.3pp | 72.3%+17.8pp |
| Annual return | 15.14% | 118.04%-102.9pp | 122.05%-106.9pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,450 | $1,843+32.9% | $5,167-52.6% | $2,405+1.8% |
| Participant deferral / active EE | $4,079 | $2,553+59.8% | $5,568-26.7% | $4,131-1.2% |
| Admin fee / account holder | $83 | $150-44.4% | $16,237-99.5% | $170-51.0% |