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 | $87,477 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,831 | $46,292+156.7% | $143,757-17.3% | $64,808+83.4% |
| Participation rate | 94.9% | 64.2%+30.7pp | 80.3%+14.6pp | 71.5%+23.4pp |
| Annual return | -13.20% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.0pp |
| Employer contribution / active EE | $3,692 | $1,910+93.3% | $4,951-25.4% | $2,506+47.3% |
| Participant deferral / active EE | $4,592 | $2,646+73.6% | $5,637-18.5% | $4,310+6.5% |
| Admin fee / account holder | $150 | $154-2.6% | $14,673-99.0% | $188-20.2% |