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 | $54,406 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $126,235 | $73,638+71.4% | $95,952+31.6% | $73,488+71.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 16.15% | 16.78%-0.6pp | 91.61%-75.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,823 | $1,863+105.2% | $2,541+50.4% | $2,270+68.4% |
| Participant deferral / active EE | $5,430 | $3,617+50.1% | $4,167+30.3% | $3,740+45.2% |
| Admin fee / account holder | $206 | $482-57.3% | $6,795-97.0% | $513-59.8% |