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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,107 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,091 | $54,350+165.1% | $82,719+74.2% | $68,494+110.4% |
| Participation rate | 91.3% | 63.9%+27.3pp | 72.6%+18.7pp | 67.9%+23.4pp |
| Annual return | -18.58% | -13.67%-4.9pp | 701.18%-719.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $5,152 | $2,218+132.3% | $3,009+71.2% | $2,596+98.4% |
| Participant deferral / active EE | $6,709 | $3,246+106.7% | $4,395+52.6% | $4,027+66.6% |
| Admin fee / account holder | $218 | $4,395-95.1% | $5,329-95.9% | $5,403-96.0% |