See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $135,424 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $70,000 |
APRICUS WEALTH LLC2 years Service code 26 P.O. BOX 2151 · BEAUFORT, SC 29901 | Advisory (Participants) | $22,418 |
EISNERAMPER LLP5 years Service code 10 · EIN 87-1363769 | Accounting | $19,415 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 28 · EIN 82-0543156 | Investment Management | $16,520 |
COHO PARTNERS, LTD.3 years Filed as: COHO PARTNERS LTD. Service code 28 801 CASSATT ROAD · BERWYN, PA 19312 | Investment Management | $15,587 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY NA Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378,559 | $104,317+262.9% | $159,436+137.4% | $86,799+336.1% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.8%+15.4pp | 72.3%+26.0pp |
| Annual return | 14.61% | 26.32%-11.7pp | 263.57%-249.0pp | 97.91%-83.3pp |
| Employer contribution / active EE | $12,905 | $3,451+274.0% | $4,829+167.2% | $2,405+436.5% |
| Participant deferral / active EE | $11,590 | $6,837+69.5% | $7,352+57.6% | $4,131+180.6% |
| Admin fee / account holder | $253 | $172+47.1% | $10,799-97.7% | $170+49.5% |