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 | $37,748 |
MATRIX TRUST COMPANY2 years 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 | $64,385 | $71,883-10.4% | $86,677-25.7% | $68,494-6.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.84% | 3.52%-21.4pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $8,578 | $2,173+294.8% | $2,836+202.4% | $2,596+230.4% |
| Participant deferral / active EE | $9,004 | $3,779+138.3% | $4,656+93.4% | $4,027+123.6% |
| Admin fee / account holder | $239 | $6,112-96.1% | $7,493-96.8% | $5,403-95.6% |