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 | $15,595 |
BMO HARRIS BANK NA3+ 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,612 | $64,909-28.2% | $82,313-43.4% | $62,292-25.2% |
| Participation rate | 68.5% | 74.9%-6.3pp | 76.9%-8.3pp | 69.5%-1.0pp |
| Annual return | 18.12% | 21.18%-3.1pp | 25.88%-7.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,227 | $1,676-26.8% | $2,428-49.5% | $2,042-39.9% |
| Participant deferral / active EE | $2,850 | $3,103-8.2% | $3,706-23.1% | $3,169-10.1% |
| Admin fee / account holder | $82 | $440-81.3% | $5,608-98.5% | $479-82.9% |