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 | $83,344 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $104,817 | $87,125+20.3% | $108,410-3.3% | $86,799+20.8% |
| Participation rate | 98.6% | 80.5%+18.1pp | 80.1%+18.5pp | 72.3%+26.3pp |
| Annual return | 15.05% | 25.21%-10.2pp | 905.27%-890.2pp | 97.91%-82.9pp |
| Employer contribution / active EE | $792 | $2,477-68.0% | $3,558-77.7% | $2,405-67.1% |
| Participant deferral / active EE | $4,881 | $6,944-29.7% | $6,563-25.6% | $4,131+18.2% |
| Admin fee / account holder | $152 | $130+16.4% | $7,295-97.9% | $170-10.6% |