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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $55,850 |
Filed as: ONEAMERICA INVESTMENT ADV SERVICES Service code 27 · EIN 81-3920167 | Advisory (Plan) | $8,234 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $215,065 | $76,050+182.8% | $96,544+122.8% | $71,457+201.0% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.2pp | 67.9%+31.2pp |
| Annual return | 18.37% | 22.81%-4.4pp | 25.84%-7.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $6,359 | $2,244+183.3% | $2,965+114.5% | $2,588+145.7% |
| Participant deferral / active EE | $11,342 | $4,215+169.1% | $4,851+133.8% | $4,289+164.5% |
| Admin fee / account holder | $230 | $2,707-91.5% | $8,252-97.2% | $1,587-85.5% |