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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 | $39,908 |
GRAY HUNTER STENN LLP6+ years Service code 10 · EIN 36-3077757 | Accounting | $7,027 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,334 | $73,638+62.1% | $95,952+24.4% | $73,488+62.4% |
| Participation rate | 64.0% | 76.2%-12.2pp | 77.1%-13.1pp | 70.7%-6.7pp |
| Annual return | 16.58% | 16.78%-0.2pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,779 | $1,863-4.5% | $2,541-30.0% | $2,270-21.6% |
| Participant deferral / active EE | $3,500 | $3,617-3.2% | $4,167-16.0% | $3,740-6.4% |
| Admin fee / account holder | $353 | $482-26.8% | $6,795-94.8% | $513-31.2% |