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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $13,310 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,994 |
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 | $135,467 | $68,413+98.0% | $123,104+10.0% | $55,191+145.4% |
| Participation rate | 84.5% | 84.5%-0.1pp | 86.8%-2.3pp | 69.2%+15.3pp |
| Annual return | 0.51% | 6.30%-5.8pp | 13.22%-12.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,087 | $3,050-31.6% | $5,151-59.5% | $1,899+9.9% |
| Participant deferral / active EE | $11,243 | $4,490+150.4% | $6,230+80.5% | $3,046+269.1% |
| Admin fee / account holder | $29 | $88-66.9% | $9,015-99.7% | $91-67.9% |