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 Service code 15 · EIN 46-5378846 | Recordkeeping | $55,491 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 50 1 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Direct Payment | $40,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 29 · EIN 39-0859910 | Legal | $0 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $186,137 | $73,102+154.6% | $123,544+50.7% | $56,287+230.7% |
| Participation rate | 98.8% | 74.3%+24.5pp | 82.3%+16.5pp | 69.9%+29.0pp |
| Annual return | -24.28% | 3.01%-27.3pp | 119.20%-143.5pp | -9.96%-14.3pp |
| Employer contribution / active EE | $13,353 | $2,977+348.6% | $4,628+188.5% | $2,111+532.6% |
| Participant deferral / active EE | $11,197 | $5,423+106.5% | $6,426+74.3% | $3,350+234.3% |
| Admin fee / account holder | $470 | $554-15.0% | $9,284-94.9% | $521-9.7% |