Filed May 17, 2023 (most recent of 3 filings on file)
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, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $145,832 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $25,725 |
OAIAS LLC2 years Service code 27 ONEAMERICA SQUARE · INDIANAPOLIS, IN 46206 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,827 | $88,890+44.9% | $102,423+25.8% | $77,643+65.9% |
| Participation rate | 89.3% | 80.9%+8.4pp | 76.5%+12.9pp | 70.6%+18.8pp |
| Annual return | 14.17% | 24.98%-10.8pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,322 | $2,698-13.9% | $3,023-23.2% | $2,726-14.8% |
| Participant deferral / active EE | $3,956 | $5,145-23.1% | $5,053-21.7% | $4,647-14.9% |
| Admin fee / account holder | $252 | $235+6.9% | $9,451-97.3% | $430-41.5% |