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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $8,359 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $3,533 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,980 | $54,320-19.0% | $67,652-35.0% | $52,331-16.0% |
| Participation rate | 97.5% | 73.6%+23.9pp | 75.7%+21.9pp | 68.1%+29.4pp |
| Annual return | -0.53% | 6.81%-7.3pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,076 | $1,544+34.5% | $2,266-8.4% | $1,882+10.3% |
| Participant deferral / active EE | $4,404 | $2,950+49.3% | $3,560+23.7% | $3,022+45.7% |
| Admin fee / account holder | $69 | $527-86.9% | $4,821-98.6% | $592-88.3% |