Filed January 4, 2022
Total covered: 14 employees
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 | $71,314 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $19,210 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,020 | $64,119+464.6% | $112,228+222.6% | $66,914+441.0% |
| Participation rate | 90.7% | 68.5%+22.2pp | 75.1%+15.6pp | 69.8%+20.9pp |
| Annual return | -15.02% | -13.81%-1.2pp | 27.45%-42.5pp | 1.58%-16.6pp |
| Employer contribution / active EE | $13,797 | $3,005+359.1% | $3,635+279.6% | $2,544+442.3% |
| Participant deferral / active EE | $12,626 | $3,693+241.9% | $4,728+167.0% | $4,237+198.0% |
| Admin fee / account holder | $599 | $625-4.1% | $6,410-90.6% | $593+1.1% |