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 | $27,617 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS Service code 16 5700 W 112TH STREET · OVERLAND PARK, KS 66211 | Consulting | $20,895 |
BMO HARRIS BANK NA3 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 | $60,527 | $99,957-39.4% | $149,696-59.6% | $73,488-17.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.02% | 53.87%-36.9pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,549 | $3,191-20.1% | $4,644-45.1% | $2,270+12.3% |
| Participant deferral / active EE | $5,210 | $6,073-14.2% | $6,842-23.8% | $3,740+39.3% |
| Admin fee / account holder | $259 | $551-52.9% | $9,309-97.2% | $513-49.4% |