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 | $28,062 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 | 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 | $101,892 | $59,263+71.9% | $96,562+5.5% | $79,386+28.3% |
| Participation rate | 84.2% | 61.9%+22.3pp | 69.8%+14.4pp | 70.7%+13.5pp |
| Annual return | 16.40% | 27.07%-10.7pp | 37.78%-21.4pp | 116.85%-100.4pp |
| Employer contribution / active EE | $505 | $1,216-58.5% | $2,356-78.6% | $2,427-79.2% |
| Participant deferral / active EE | $3,159 | $2,948+7.2% | $3,849-17.9% | $4,046-21.9% |
| Admin fee / account holder | $216 | $658-67.2% | $6,181-96.5% | $626-65.5% |