Filed May 10, 2018 (most recent of 2 filings on file)
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 10-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 | $7,288 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $21,388 | $55,002-61.1% | $59,878-64.3% | $56,287-62.0% |
| Participation rate | 95.7% | 75.9%+19.8pp | 74.7%+21.0pp | 69.9%+25.8pp |
| Annual return | -5.19% | 1.13%-6.3pp | 3.46%-8.7pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,357 | $2,448+37.1% | $2,722+23.3% | $2,111+59.0% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $54 | $236-77.2% | $3,590-98.5% | $521-89.7% |