Filed March 11, 2019 (most recent of 5 filings on file)
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 | $58,691 |
ANNEX WEALTH MANAGEMENT LLC3 years Filed as: ANNEX WEALTH MANAGEMENT Service code 27 · EIN 68-0524298 | Advisory (Plan) | $51,188 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | 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 | $142,376 | $89,652+58.8% | $141,162+0.9% | $65,185+118.4% |
| Participation rate | 86.1% | 74.7%+11.4pp | 82.5%+3.7pp | 70.2%+15.9pp |
| Annual return | 22.42% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $2,764 | $3,065-9.8% | $4,735-41.6% | $2,177+27.0% |
| Participant deferral / active EE | $8,840 | $5,691+55.3% | $6,709+31.8% | $3,514+151.6% |
| Admin fee / account holder | $454 | $569-20.1% | $10,261-95.6% | $847-46.4% |