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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 |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $264,310 | $78,485+236.8% | $106,213+148.8% | $74,495+254.8% |
| Participation rate | 74.7% | 72.8%+1.9pp | 75.3%-0.6pp | 67.2%+7.5pp |
| Annual return | 14.64% | 15.95%-1.3pp | 116.14%-101.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $14,898 | $2,523+490.6% | $3,171+369.8% | $2,623+468.0% |
| Participant deferral / active EE | $1,951 | $4,322-54.9% | $5,016-61.1% | $4,346-55.1% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |