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 | $118,853 |
ALLSTAR FINANCIAL4 years Service code 27 3800 AMERICAN BLVD W SUITE 620 · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $50,000 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,436 | $82,202+205.9% | $125,339+100.6% | $64,808+288.0% |
| Participation rate | 96.2% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | -14.87% | 3.48%-18.3pp | 572.05%-586.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $8,755 | $3,615+142.2% | $4,814+81.9% | $2,506+249.4% |
| Participant deferral / active EE | $9,140 | $7,175+27.4% | $7,446+22.7% | $4,310+112.1% |
| Admin fee / account holder | $365 | $163+123.7% | $10,010-96.4% | $188+94.4% |