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 | $28,922 |
FINANCIAL CONCEPTS, INC.4+ years Service code 28 · EIN 41-1505971 | Investment Management | $18,102 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,283 | $61,660+121.0% | $80,019+70.3% | $64,186+112.3% |
| Participation rate | 84.3% | 71.7%+12.6pp | 75.8%+8.4pp | 69.6%+14.7pp |
| Annual return | -4.11% | -0.33%-3.8pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,919 | $1,810+116.5% | $2,468+58.8% | $2,381+64.6% |
| Participant deferral / active EE | $7,034 | $2,968+137.0% | $3,686+90.8% | $3,470+102.7% |
| Admin fee / account holder | $448 | $5,417-91.7% | $6,521-93.1% | $4,888-90.8% |