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 | $35,278 |
MONETA GROUP LLC6 years Filed as: MONETA INVESTMENT ADVISORS Service code 27 100 SOUTH BRENTWOOD BLVD · ST. LOUIS, MO 63105 | Advisory (Plan) | $29,632 |
MATRIX TRUST COMPANY5 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 | $30,309 | $91,762-67.0% | $67,502-55.1% | $77,643-61.0% |
| Participation rate | 96.9% | 75.9%+21.0pp | 72.9%+24.0pp | 70.6%+26.3pp |
| Annual return | 11.03% | 14.87%-3.8pp | 3512.12%-3501.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,626 | $3,181-48.9% | $2,731-40.4% | $2,726-40.3% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $187 | $176+6.0% | $3,998-95.3% | $430-56.7% |