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 | $58,788 |
ABG PORTFOLIO STRATEGIES, INC.2+ years Filed as: ABG INVESTMENT SERVICES, INC Service code 27 201 EAST CLARK STREET · ALBERT LEA, MN 560071206 | Advisory (Plan) | $54,179 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,650 | $122,709-33.5% | $88,497-7.7% | $57,658+41.6% |
| Participation rate | 99.6% | 89.9%+9.8pp | 82.4%+17.2pp | 70.2%+29.4pp |
| Annual return | 10.15% | 10.63%-0.5pp | 7.63%+2.5pp | 5.13%+5.0pp |
| Employer contribution / active EE | $9,217 | $4,531+103.4% | $4,036+128.3% | $1,974+367.0% |
| Participant deferral / active EE | $8,858 | $6,704+32.1% | $4,899+80.8% | $3,061+189.4% |
| Admin fee / account holder | $189 | $93+103.6% | $6,220-97.0% | $95+99.5% |