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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $31,387 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $77,507 | $56,629+36.9% | $77,999-0.6% | $55,167+40.5% |
| Participation rate | 99.4% | 73.3%+26.1pp | 75.5%+23.9pp | 69.0%+30.4pp |
| Annual return | 6.61% | 2866.98%-2860.4pp | 425.96%-419.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,534 | $1,723+105.1% | $2,470+43.1% | $1,963+80.1% |
| Participant deferral / active EE | $3,294 | $2,777+18.6% | $3,497-5.8% | $3,054+7.9% |
| Admin fee / account holder | $151 | $467-67.7% | $5,480-97.2% | $504-70.1% |