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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.
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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 | $58,762 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS Service code 16 5700 W 112TH STREET · OVERLAND PARK, KS 66211 | Consulting | $29,044 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,680 | $84,487-29.4% | $125,339-52.4% | $66,914-10.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.00% | -8.39%-6.6pp | 572.05%-587.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,929 | $3,553-17.5% | $4,814-39.1% | $2,544+15.1% |
| Participant deferral / active EE | $6,120 | $6,781-9.7% | $7,446-17.8% | $4,237+44.5% |
| Admin fee / account holder | $446 | $685-34.9% | $10,010-95.5% | $593-24.9% |