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) | $181,574 |
Filed as: ALPHA INVESTING CONSULTING GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $22,838 |
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 | $151,008 | $79,519+89.9% | $95,952+57.4% | $73,409+105.7% |
| Participation rate | 99.6% | 81.2%+18.4pp | 77.1%+22.5pp | 72.2%+27.4pp |
| Annual return | 13.29% | 19.20%-5.9pp | 91.61%-78.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,781 | $2,048+35.8% | $2,541+9.4% | $2,234+24.5% |
| Participant deferral / active EE | $7,267 | $4,138+75.6% | $4,167+74.4% | $3,805+91.0% |
| Admin fee / account holder | $290 | $184+57.5% | $6,795-95.7% | $158+83.9% |