Filed July 11, 2019 (most recent of 4 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 | $49,045 |
FRANCIS LLC1 year Filed as: FRANCIS INVESTMENT COUNNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $33,333 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $102,221 | $185,342-44.8% | $111,297-8.2% | $86,799+17.8% |
| Participation rate | 98.5% | 81.0%+17.5pp | 77.3%+21.2pp | 72.3%+26.2pp |
| Annual return | 15.68% | 500.80%-485.1pp | 54.65%-39.0pp | 97.91%-82.2pp |
| Employer contribution / active EE | $3,571 | $2,246+59.0% | $2,731+30.8% | $2,405+48.5% |
| Participant deferral / active EE | $5,377 | $4,458+20.6% | $4,487+19.8% | $4,131+30.2% |
| Admin fee / account holder | $244 | $255-4.6% | $7,964-96.9% | $170+43.7% |