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 | $31,086 |
MONETA GROUP LLC4 years Filed as: MONETA INVESTMENT ADVISORS Service code 27 100 SOUTH BRENTWOOD BLVD · ST. LOUIS, MO 63105 | Advisory (Plan) | $18,747 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,036 | $79,124-65.8% | $60,874-55.6% | $64,808-58.3% |
| Participation rate | 80.8% | 77.7%+3.0pp | 73.1%+7.6pp | 71.5%+9.3pp |
| Annual return | -17.74% | -7.13%-10.6pp | 16.90%-34.6pp | 32.82%-50.6pp |
| Employer contribution / active EE | $3,208 | $3,050+5.2% | $2,701+18.7% | $2,506+28.0% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $174 | $106+64.9% | $3,224-94.6% | $188-7.2% |