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 | $38,801 |
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 · EIN 43-1947695 | Accounting | $9,200 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,175 | $81,208+9.8% | $98,907-9.8% | $79,858+11.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.11% | 60.99%-48.9pp | 196.43%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,182 | $1,960-39.7% | $2,689-56.0% | $2,471-52.2% |
| Participant deferral / active EE | $3,552 | $3,265+8.8% | $4,244-16.3% | $3,740-5.0% |
| Admin fee / account holder | $327 | $6,013-94.6% | $6,642-95.1% | $5,306-93.8% |