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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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $62,528 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 8801 RIVER CROSSING BLVD · INDIANAPOLIS, IN 46240 | Investment Management | $42,500 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,705 | $95,880-10.6% | $107,525-20.3% | $85,563+0.2% |
| Participation rate | 98.2% | 70.1%+28.0pp | 75.1%+23.1pp | 66.0%+32.2pp |
| Annual return | 6.37% | 68.06%-61.7pp | 181.32%-174.9pp | 31.51%-25.1pp |
| Employer contribution / active EE | $2,128 | $3,812-44.2% | $3,754-43.3% | $2,654-19.8% |
| Participant deferral / active EE | $5,691 | $4,201+35.5% | $5,116+11.2% | $4,375+30.1% |
| Admin fee / account holder | $224 | $1,025-78.1% | $8,919-97.5% | $834-73.1% |