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 | $267,455 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $41,067 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,335 | $44,626-0.7% | $86,188-48.6% | $80,160-44.7% |
| Participation rate | 92.9% | 63.5%+29.3pp | 69.0%+23.9pp | 72.9%+19.9pp |
| Annual return | 11.61% | 19.61%-8.0pp | 1168.45%-1156.8pp | 40.38%-28.8pp |
| Employer contribution / active EE | $1,785 | $1,099+62.4% | $2,380-25.0% | $2,978-40.1% |
| Participant deferral / active EE | $1,738 | $2,769-37.2% | $3,985-56.4% | $5,017-65.3% |
| Admin fee / account holder | $79 | $133-40.5% | $6,852-98.8% | $145-45.4% |