Filed August 28, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $67,993 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $17,325 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,260 | $185,342-38.9% | $111,297+1.8% | $86,799+30.5% |
| Participation rate | 97.2% | 81.0%+16.2pp | 77.3%+19.9pp | 72.3%+24.9pp |
| Annual return | 16.35% | 500.80%-484.5pp | 54.65%-38.3pp | 97.91%-81.6pp |
| Employer contribution / active EE | $1,297 | $2,246-42.3% | $2,731-52.5% | $2,405-46.1% |
| Participant deferral / active EE | $5,855 | $4,458+31.3% | $4,487+30.5% | $4,131+41.7% |
| Admin fee / account holder | $197 | $255-22.7% | $7,964-97.5% | $170+16.5% |