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 | $78,790 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 26 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, WI 336077200 | Advisory (Participants) | $27,014 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 39-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,685 | $36,916-38.6% | $156,549-85.5% | $57,658-60.7% |
| Participation rate | 87.0% | 63.4%+23.6pp | 84.0%+3.0pp | 70.2%+16.8pp |
| Annual return | 10.18% | 12.38%-2.2pp | 32.23%-22.0pp | 5.13%+5.0pp |
| Employer contribution / active EE | $1,418 | $1,571-9.7% | $5,501-74.2% | $1,974-28.2% |
| Participant deferral / active EE | $4,702 | $1,926+144.2% | $4,871-3.5% | $3,061+53.6% |
| Admin fee / account holder | $86 | $82+4.6% | $13,027-99.3% | $95-8.7% |