Filed October 7, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $42,593 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $8,517 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,246 | $78,485+78.7% | $106,213+32.0% | $74,495+88.3% |
| Participation rate | 98.6% | 72.8%+25.8pp | 75.3%+23.3pp | 67.2%+31.4pp |
| Annual return | 15.25% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,250 | $2,523+28.8% | $3,171+2.5% | $2,623+23.9% |
| Participant deferral / active EE | $5,698 | $4,322+31.8% | $5,016+13.6% | $4,346+31.1% |
| Admin fee / account holder | $227 | $2,232-89.8% | $11,033-97.9% | $1,942-88.3% |