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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 |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD4+ years Filed as: BRONFMAN E.L. ROTHSCHILD L.P. Service code 27 · EIN 39-1908691 | Advisory (Plan) | $51,735 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,998 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
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 | $190,979 | $66,302+188.0% | $110,238+73.2% | $56,287+239.3% |
| Participation rate | 89.0% | 74.9%+14.1pp | 79.8%+9.2pp | 69.9%+19.1pp |
| Annual return | -5.33% | -1.18%-4.2pp | 314.74%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,139 | $2,047+53.3% | $3,826-18.0% | $2,111+48.7% |
| Participant deferral / active EE | $5,762 | $3,381+70.4% | $4,672+23.3% | $3,350+72.0% |
| Admin fee / account holder | $673 | $698-3.7% | $8,547-92.1% | $521+29.2% |