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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $71,607 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 76-3192674 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,603 | $88,890-35.2% | $102,423-43.8% | $77,643-25.8% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.5%+20.4pp | 70.6%+26.3pp |
| Annual return | 12.94% | 24.98%-12.0pp | 29.32%-16.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,450 | $2,698-46.3% | $3,023-52.0% | $2,726-46.8% |
| Participant deferral / active EE | $3,909 | $5,145-24.0% | $5,053-22.6% | $4,647-15.9% |
| Admin fee / account holder | $128 | $235-45.8% | $9,451-98.6% | $430-70.3% |