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: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $14,874 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $46,799 | $60,165-22.2% | $74,183-36.9% | $55,167-15.2% |
| Participation rate | 95.4% | 74.2%+21.2pp | 76.6%+18.7pp | 69.0%+26.4pp |
| Annual return | 7.82% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,836 | $1,600+14.8% | $2,370-22.5% | $1,963-6.4% |
| Participant deferral / active EE | $3,901 | $2,973+31.2% | $3,550+9.9% | $3,054+27.7% |
| Admin fee / account holder | $90 | $419-78.6% | $5,586-98.4% | $504-82.2% |