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 | $28,768 |
MONETA GROUP LLC3 years Filed as: MONETA INVESTMENT ADVISORS Service code 27 100 SOUTH BRENTWOOD BLVD · ST. LOUIS, MO 63105 | Advisory (Plan) | $24,471 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,993 | $74,706-53.2% | $75,696-53.8% | $79,386-55.9% |
| Participation rate | 94.4% | 75.3%+19.1pp | 74.8%+19.6pp | 70.7%+23.7pp |
| Annual return | 13.19% | 18.52%-5.3pp | 104.53%-91.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $3,699 | $2,590+42.8% | $2,743+34.9% | $2,427+52.4% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $202 | $374-45.9% | $3,619-94.4% | $626-67.7% |