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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $62,743 |
Filed as: ONEAMERICA INVESTMENT ADV SERVICES Service code 27 · EIN 81-3920167 | Advisory (Plan) | $18,088 |
MATRIX TRUST COMPANY4 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 | $229,937 | $79,171+190.4% | $102,423+124.5% | $74,495+208.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.58% | 54.93%-40.4pp | 29.32%-14.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $5,852 | $2,362+147.7% | $3,023+93.6% | $2,623+123.1% |
| Participant deferral / active EE | $12,001 | $4,415+171.8% | $5,053+137.5% | $4,346+176.1% |
| Admin fee / account holder | $282 | $2,001-85.9% | $9,451-97.0% | $1,942-85.5% |