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: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $174,706 |
Filed as: ALPHA INVESTMENT GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $21,570 |
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 | $116,793 | $65,118+79.4% | $76,768+52.1% | $55,725+109.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -5.67% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,560 | $1,941+134.9% | $2,485+83.5% | $2,078+119.4% |
| Participant deferral / active EE | $6,540 | $3,688+77.3% | $3,852+69.8% | $3,356+94.9% |
| Admin fee / account holder | $259 | $116+123.5% | $6,675-96.1% | $115+124.8% |