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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,564 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SERV Service code 27 · EIN 81-3920167 | Advisory (Plan) | $5,266 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,012 | $87,013+104.6% | $106,213+67.6% | $80,856+120.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.28% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,626 | $2,395+9.6% | $3,171-17.2% | $2,755-4.7% |
| Participant deferral / active EE | $7,993 | $3,986+100.5% | $5,016+59.3% | $4,296+86.1% |
| Admin fee / account holder | $265 | $8,431-96.9% | $11,033-97.6% | $6,918-96.2% |