Filed March 8, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $78,307 |
Filed as: ONEAMERICA INV ADV SERVICES, LLC Service code 28 · EIN 81-3920167 | Investment Management | $13,603 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,440 | $89,436+29.1% | $164,813-30.0% | $77,643+48.7% |
| Participation rate | 74.9% | 78.6%-3.7pp | 78.6%-3.7pp | 70.6%+4.3pp |
| Annual return | 14.24% | 28.83%-14.6pp | 69.93%-55.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,517 | $2,569-2.0% | $4,341-42.0% | $2,726-7.6% |
| Participant deferral / active EE | $5,740 | $4,897+17.2% | $6,031-4.8% | $4,647+23.5% |
| Admin fee / account holder | $201 | $339-40.8% | $12,690-98.4% | $430-53.3% |