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 | $24,975 |
FINANCIAL CONCEPTS, INC.2+ years Service code 28 · EIN 41-1505971 | Investment Management | $14,626 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,918 | $58,828+151.4% | $77,999+89.6% | $62,891+135.2% |
| Participation rate | 76.8% | 71.1%+5.8pp | 75.5%+1.3pp | 69.3%+7.5pp |
| Annual return | 7.33% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,366 | $1,672+101.4% | $2,470+36.3% | $2,281+47.6% |
| Participant deferral / active EE | $6,402 | $2,686+138.4% | $3,497+83.1% | $3,203+99.9% |
| Admin fee / account holder | $450 | $4,393-89.8% | $5,480-91.8% | $4,296-89.5% |