Filed July 18, 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 | $86,492 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,737 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,179 | $92,971-56.8% | $96,683-58.4% | $74,419-46.0% |
| Participation rate | 99.4% | 71.5%+27.9pp | 74.3%+25.1pp | 70.7%+28.7pp |
| Annual return | 11.53% | 37.49%-26.0pp | 35.69%-24.2pp | 34.38%-22.9pp |
| Employer contribution / active EE | $1,570 | $3,426-54.2% | $3,737-58.0% | $2,637-40.5% |
| Participant deferral / active EE | $4,916 | $3,970+23.8% | $4,878+0.8% | $4,528+8.6% |
| Admin fee / account holder | $199 | $633-68.6% | $6,730-97.0% | $348-42.9% |