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 | $304,654 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $25,000 |
MATRIX TRUST COMPANY5 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 | $51,356 | $56,102-8.5% | $101,794-49.5% | $102,872-50.1% |
| Participation rate | 96.4% | 70.4%+26.0pp | 69.2%+27.2pp | 73.0%+23.4pp |
| Annual return | 11.42% | 14.06%-2.6pp | 30.53%-19.1pp | 19.06%-7.6pp |
| Employer contribution / active EE | $1,701 | $1,380+23.3% | $2,289-25.7% | $3,526-51.8% |
| Participant deferral / active EE | $1,973 | $2,801-29.6% | $4,084-51.7% | $5,535-64.3% |
| Admin fee / account holder | $81 | $262-69.2% | $8,777-99.1% | $292-72.4% |