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 Service code 15 · EIN 46-5378846 | Recordkeeping | $26,814 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 CHARLES SMITH · OMAHA, NE 68154 | Advisory (Plan) | $8,041 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,598 | $42,353-15.9% | $79,550-55.3% | $64,808-45.1% |
| Participation rate | 25.8% | 64.8%-38.9pp | 69.5%-43.6pp | 71.5%-45.6pp |
| Annual return | -9.13% | -12.24%+3.1pp | 0.16%-9.3pp | 32.82%-41.9pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,339 | $3,170-57.8% | $3,985-66.4% | $4,310-68.9% |
| Admin fee / account holder | $249 | $160+56.0% | $6,832-96.4% | $188+32.6% |