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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $52,992 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-0859910 | Accounting | $15,090 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 46206 | Investment Management | $8,804 |
MATRIX TRUST COMPANY4 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 | $69,321 | $54,193+27.9% | $93,606-25.9% | $77,643-10.7% |
| Participation rate | 78.1% | 63.9%+14.1pp | 68.7%+9.3pp | 70.6%+7.5pp |
| Annual return | 16.09% | 30.54%-14.5pp | 133.20%-117.1pp | 31.24%-15.1pp |
| Employer contribution / active EE | $639 | $1,168-45.3% | $2,420-73.6% | $2,726-76.6% |
| Participant deferral / active EE | $4,104 | $3,144+30.6% | $4,411-7.0% | $4,647-11.7% |
| Admin fee / account holder | $158 | $576-72.6% | $8,285-98.1% | $430-63.4% |