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 | $81,979 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 444 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $26,082 |
CREATIVE PLANNING LLC1 year Service code 27 1515 22ND STREET · OAK BROOK, IL 60523 | Advisory (Plan) | $25,705 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | 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 | $63,325 | $64,612-2.0% | $86,436-26.7% | $64,808-2.3% |
| Participation rate | 95.3% | 81.5%+13.9pp | 80.3%+15.0pp | 71.5%+23.9pp |
| Annual return | -17.04% | 0.66%-17.7pp | 4394.89%-4411.9pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,014 | $2,744-26.6% | $3,769-46.6% | $2,506-19.6% |
| Participant deferral / active EE | $5,022 | $7,497-33.0% | $6,952-27.8% | $4,310+16.5% |
| Admin fee / account holder | $235 | $169+38.8% | $6,731-96.5% | $188+25.0% |