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 | $30,559 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,017 | $86,286-9.6% | $111,297-29.9% | $85,850-9.1% |
| Participation rate | 91.6% | 73.3%+18.2pp | 77.3%+14.3pp | 69.3%+22.3pp |
| Annual return | 13.07% | 19.99%-6.9pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,393 | $2,043+17.1% | $2,731-12.4% | $2,565-6.7% |
| Participant deferral / active EE | $6,618 | $3,641+81.8% | $4,487+47.5% | $3,952+67.5% |
| Admin fee / account holder | $192 | $8,188-97.7% | $7,964-97.6% | $6,260-96.9% |