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: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $113,286 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,474 |
Service code 33 · EIN 94-1737782 | Other commissions; Securities brokera... | $50 |
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 | $70,251 | $47,126+49.1% | $149,673-53.1% | $74,419-5.6% |
| Participation rate | 86.8% | 63.4%+23.4pp | 78.8%+8.0pp | 70.7%+16.1pp |
| Annual return | 15.32% | 22.75%-7.4pp | 134.42%-119.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,747 | $1,905-8.3% | $4,818-63.7% | $2,637-33.8% |
| Participant deferral / active EE | $4,895 | $2,728+79.4% | $5,680-13.8% | $4,528+8.1% |
| Admin fee / account holder | $86 | $343-74.9% | $13,210-99.3% | $348-75.3% |