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 | $19,347 |
MONETA GROUP LLC2 years Filed as: MONETA INVESTMENT ADVISORS Service code 27 100 SOUTH BRENTWOOD BLVD · ST. LOUIS, MO 63105 | Advisory (Plan) | $18,152 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $31,826 | $65,322-51.3% | $70,449-54.8% | $73,488-56.7% |
| Participation rate | 92.8% | 77.0%+15.8pp | 75.1%+17.7pp | 70.7%+22.1pp |
| Annual return | 16.19% | 15.71%+0.5pp | 109.03%-92.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,504 | $2,460+42.5% | $2,737+28.1% | $2,270+54.4% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $154 | $214-28.2% | $3,845-96.0% | $513-70.0% |