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 | $24,895 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 16 5700 W 112TH STREET · OVERLAND PARK, KS 66211 | Consulting | $19,407 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $51,897 | $89,652-42.1% | $141,162-63.2% | $65,185-20.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.45% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,407 | $3,065-21.5% | $4,735-49.2% | $2,177+10.6% |
| Participant deferral / active EE | $4,899 | $5,691-13.9% | $6,709-27.0% | $3,514+39.4% |
| Admin fee / account holder | $253 | $569-55.5% | $10,261-97.5% | $847-70.1% |