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 | $47,345 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,057 | $60,165-10.2% | $74,183-27.1% | $55,167-2.0% |
| Participation rate | 97.1% | 74.2%+23.0pp | 76.6%+20.5pp | 69.0%+28.1pp |
| Annual return | 7.59% | 10.00%-2.4pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,160 | $1,600-27.5% | $2,370-51.1% | $1,963-40.9% |
| Participant deferral / active EE | $3,168 | $2,973+6.6% | $3,550-10.8% | $3,054+3.7% |
| Admin fee / account holder | $166 | $419-60.4% | $5,586-97.0% | $504-67.0% |