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 | $56,158 |
BMO HARRIS BANK NA3+ 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 | $62,725 | $64,909-3.4% | $82,313-23.8% | $62,292+0.7% |
| Participation rate | 96.7% | 74.9%+21.8pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 16.96% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,297 | $1,676-22.6% | $2,428-46.6% | $2,042-36.5% |
| Participant deferral / active EE | $3,356 | $3,103+8.1% | $3,706-9.4% | $3,169+5.9% |
| Admin fee / account holder | $197 | $440-55.2% | $5,608-96.5% | $479-58.9% |