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 | $20,591 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,702 | $60,165+35.8% | $74,183+10.1% | $55,167+48.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 10.42% | 10.00%+0.4pp | 17.74%-7.3pp | 169.23%-158.8pp |
| Employer contribution / active EE | $3,237 | $1,600+102.4% | $2,370+36.6% | $1,963+65.0% |
| Participant deferral / active EE | $3,593 | $2,973+20.9% | $3,550+1.2% | $3,054+17.6% |
| Admin fee / account holder | $74 | $419-82.5% | $5,586-98.7% | $504-85.4% |