See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,112 |
RIVERWATER PARTNERS5 years Service code 17 · EIN 55-0844872 | Pension Consulting | $19,443 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $16,640 |
MATRIX TRUST COMPANY4 years Service code 16 · EIN 75-3182674 | Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,669 | $88,083+14.3% | $164,813-38.9% | $74,495+35.1% |
| Participation rate | 96.4% | 73.0%+23.3pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 17.91% | 17.26%+0.7pp | 69.93%-52.0pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $3,954 | $2,593+52.5% | $4,341-8.9% | $2,623+50.7% |
| Participant deferral / active EE | $6,957 | $4,498+54.7% | $6,031+15.3% | $4,346+60.1% |
| Admin fee / account holder | $306 | $2,234-86.3% | $12,690-97.6% | $1,942-84.3% |