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 | $50,713 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 444 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $40,830 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $54,396 | $69,231-21.4% | $91,989-40.9% | $67,579-19.5% |
| Participation rate | 91.9% | 78.9%+13.0pp | 78.6%+13.2pp | 71.3%+20.6pp |
| Annual return | 23.60% | 32.03%-8.4pp | 69.02%-45.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,653 | $2,284-27.6% | $3,452-52.1% | $2,148-23.0% |
| Participant deferral / active EE | $3,912 | $5,854-33.2% | $5,923-34.0% | $3,539+10.5% |
| Admin fee / account holder | $184 | $107+71.5% | $7,743-97.6% | $142+29.5% |