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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.
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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 |
|---|---|---|
FINANCIAL CONCEPTS, INC.3+ years Service code 28 · EIN 41-1505971 | Investment Management | $30,002 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $12,689 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years 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.)
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 | $169,630 | $67,411+151.6% | $91,001+86.4% | $70,131+141.9% |
| Participation rate | 80.5% | 71.4%+9.1pp | 75.6%+4.9pp | 69.5%+10.9pp |
| Annual return | 18.13% | -40.16%+58.3pp | 4.60%+13.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $4,058 | $1,786+127.2% | $2,456+65.3% | $2,342+73.2% |
| Participant deferral / active EE | $7,626 | $2,823+170.2% | $3,547+115.0% | $3,332+128.9% |
| Admin fee / account holder | $464 | $4,236-89.0% | $5,417-91.4% | $4,645-90.0% |