See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $56,042 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,415 | $185,342-41.0% | $111,297-1.7% | $86,799+26.1% |
| Participation rate | 78.8% | 81.0%-2.2pp | 77.3%+1.5pp | 72.3%+6.5pp |
| Annual return | 15.72% | 500.80%-485.1pp | 54.65%-38.9pp | 97.91%-82.2pp |
| Employer contribution / active EE | $1,791 | $2,246-20.3% | $2,731-34.4% | $2,405-25.5% |
| Participant deferral / active EE | $2,748 | $4,458-38.4% | $4,487-38.8% | $4,131-33.5% |
| Admin fee / account holder | $195 | $255-23.8% | $7,964-97.6% | $170+14.8% |