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 | $58,153 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 444 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $45,426 |
BMO HARRIS BANK NA5 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 | $70,013 | $78,781-11.1% | $100,516-30.3% | $73,409-4.6% |
| Participation rate | 91.2% | 80.0%+11.2pp | 79.4%+11.8pp | 72.2%+19.1pp |
| Annual return | 23.88% | 31.69%-7.8pp | 30.89%-7.0pp | 59.29%-35.4pp |
| Employer contribution / active EE | $1,848 | $2,420-23.6% | $3,418-45.9% | $2,234-17.3% |
| Participant deferral / active EE | $4,312 | $6,537-34.0% | $6,270-31.2% | $3,805+13.3% |
| Admin fee / account holder | $208 | $145+43.4% | $8,081-97.4% | $158+32.0% |