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 | $65,116 |
REGIONS BANK1 year Service code 16 · EIN 63-0371391 | Consulting | $21,000 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
Employer 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 | $60,177 | $130,141-53.8% | $86,677-30.6% | $77,904-22.8% |
| Participation rate | 84.0% | 85.9%-1.9pp | 76.6%+7.4pp | 73.7%+10.3pp |
| Annual return | -14.01% | -12.75%-1.3pp | 35.91%-49.9pp | 12.21%-26.2pp |
| Employer contribution / active EE | $1,236 | $3,220-61.6% | $2,836-56.4% | $2,848-56.6% |
| Participant deferral / active EE | $3,835 | $5,757-33.4% | $4,656-17.6% | $4,806-20.2% |
| Admin fee / account holder | $85 | $132-35.7% | $7,493-98.9% | $133-36.1% |