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 | $44,104 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $10,474 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,554 | $107,378-55.7% | $108,579-56.2% | $57,658-17.5% |
| Participation rate | 94.2% | 77.1%+17.1pp | 79.6%+14.6pp | 70.2%+24.0pp |
| Annual return | -1.25% | 12.80%-14.0pp | -51.70%+50.4pp | 5.13%-6.4pp |
| Employer contribution / active EE | $1,763 | $1,782-1.1% | $3,758-53.1% | $1,974-10.7% |
| Participant deferral / active EE | $3,802 | $3,221+18.1% | $4,311-11.8% | $3,061+24.2% |
| Admin fee / account holder | $160 | $108+47.5% | $7,645-97.9% | $95+69.3% |