Filed December 5, 2023
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 | $287,483 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,045 | $48,166+45.4% | $96,562-27.5% | $93,030-24.7% |
| Participation rate | 75.9% | 65.1%+10.8pp | 69.8%+6.1pp | 73.9%+2.0pp |
| Annual return | 29.86% | 21.31%+8.6pp | 37.78%-7.9pp | 158.70%-128.8pp |
| Employer contribution / active EE | $2,269 | $1,070+112.1% | $2,356-3.7% | $2,706-16.1% |
| Participant deferral / active EE | $1,250 | $2,576-51.5% | $3,849-67.5% | $4,562-72.6% |
| Admin fee / account holder | $113 | $110+2.9% | $6,181-98.2% | $152-25.2% |