Filed April 27, 2016
Total covered: 12 employees
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 8-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 | $224,851 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $40,000 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $11,950 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,703 | $88,730+20.3% | $82,313+29.6% | $77,958+36.9% |
| Participation rate | 99.6% | 84.5%+15.1pp | 76.9%+22.7pp | 71.6%+27.9pp |
| Annual return | 17.29% | 20.88%-3.6pp | 25.88%-8.6pp | 20.87%-3.6pp |
| Employer contribution / active EE | $2,591 | $2,758-6.1% | $2,428+6.7% | $2,310+12.1% |
| Participant deferral / active EE | $4,823 | $4,634+4.1% | $3,706+30.1% | $3,537+36.4% |
| Admin fee / account holder | $113 | $74+52.9% | $5,608-98.0% | $97+16.2% |