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 | $59,837 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $37,500 |
MATRIX TRUST COMPANY2 years 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 | $75,121 | $72,254+4.0% | $86,677-13.3% | $64,808+15.9% |
| Participation rate | 92.5% | 80.4%+12.1pp | 76.6%+15.9pp | 71.5%+21.0pp |
| Annual return | -16.14% | 392.42%-408.6pp | 35.91%-52.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,157 | $2,393+31.9% | $2,836+11.3% | $2,506+26.0% |
| Participant deferral / active EE | $5,441 | $4,658+16.8% | $4,656+16.9% | $4,310+26.2% |
| Admin fee / account holder | $260 | $174+49.3% | $7,493-96.5% | $188+38.2% |