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 | $51,305 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $12,500 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 46206 | Investment Management | $11,015 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 76-3182674 | 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 | $61,095 | $53,165+14.9% | $86,188-29.1% | $74,419-17.9% |
| Participation rate | 83.0% | 64.9%+18.1pp | 69.0%+14.0pp | 70.7%+12.3pp |
| Annual return | 18.44% | 22.64%-4.2pp | 1168.45%-1150.0pp | 34.38%-15.9pp |
| Employer contribution / active EE | $752 | $1,210-37.9% | $2,380-68.4% | $2,637-71.5% |
| Participant deferral / active EE | $4,325 | $3,234+33.7% | $3,985+8.5% | $4,528-4.5% |
| Admin fee / account holder | $159 | $551-71.3% | $6,852-97.7% | $348-54.4% |