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 | $55,884 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 444 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $40,480 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,019 | $62,543-28.0% | $83,333-46.0% | $55,725-19.2% |
| Participation rate | 90.1% | 78.4%+11.7pp | 77.8%+12.3pp | 70.9%+19.2pp |
| Annual return | -6.89% | 14.85%-21.7pp | 10.63%-17.5pp | 244.93%-251.8pp |
| Employer contribution / active EE | $1,591 | $2,427-34.4% | $3,379-52.9% | $2,078-23.4% |
| Participant deferral / active EE | $3,458 | $5,682-39.1% | $5,565-37.9% | $3,356+3.0% |
| Admin fee / account holder | $207 | $103+101.0% | $7,510-97.2% | $115+79.9% |