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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD1+ years Filed as: BRONFMAN E.L. ROTHSCHILD L.P. Service code 27 · EIN 39-1908691 | Advisory (Plan) | $38,130 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $14,843 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $8,947 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,823 | $57,108+192.1% | $94,224+77.0% | $52,331+218.8% |
| Participation rate | 98.1% | 72.9%+25.1pp | 78.8%+19.3pp | 68.1%+30.0pp |
| Annual return | -0.80% | 1.47%-2.3pp | 10.68%-11.5pp | 4.54%-5.3pp |
| Employer contribution / active EE | $3,557 | $1,735+105.0% | $3,587-0.8% | $1,882+89.0% |
| Participant deferral / active EE | $5,647 | $3,040+85.8% | $4,320+30.7% | $3,022+86.8% |
| Admin fee / account holder | $543 | $546-0.6% | $6,269-91.3% | $592-8.2% |