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 | $70,478 |
Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $38,192 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY3 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 | $62,353 | $46,292+34.7% | $143,757-56.6% | $64,808-3.8% |
| Participation rate | 83.1% | 64.2%+18.8pp | 80.3%+2.7pp | 71.5%+11.6pp |
| Annual return | -15.21% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,636 | $1,910-14.3% | $4,951-66.9% | $2,506-34.7% |
| Participant deferral / active EE | $4,620 | $2,646+74.6% | $5,637-18.0% | $4,310+7.2% |
| Admin fee / account holder | $161 | $154+4.4% | $14,673-98.9% | $188-14.5% |