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 | $339,929 |
MATRIX TRUST COMPANY2 years 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 | $59,599 | $39,973+49.1% | $79,550-25.1% | $77,904-23.5% |
| Participation rate | 73.5% | 64.6%+8.9pp | 69.5%+4.1pp | 73.7%-0.1pp |
| Annual return | -13.43% | 3.42%-16.8pp | 0.16%-13.6pp | 12.21%-25.6pp |
| Employer contribution / active EE | $2,586 | $1,088+137.7% | $2,413+7.2% | $2,848-9.2% |
| Participant deferral / active EE | $1,501 | $2,774-45.9% | $3,985-62.3% | $4,806-68.8% |
| Admin fee / account holder | $132 | $113+17.2% | $6,832-98.1% | $133-0.2% |