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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 | $58,285 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $27,459 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $512,021 | $82,664+519.4% | $125,339+308.5% | $68,494+647.5% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -15.35% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $17,622 | $3,381+421.2% | $4,814+266.1% | $2,596+578.7% |
| Participant deferral / active EE | $13,345 | $6,110+118.4% | $7,446+79.2% | $4,027+231.4% |
| Admin fee / account holder | $638 | $6,275-89.8% | $10,010-93.6% | $5,403-88.2% |