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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.
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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 | $26,841 |
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 27 4200 W. 115TH STREET · LEAWOOD, KS 66211 | Advisory (Plan) | $8,178 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,948 | $86,286-0.4% | $111,297-22.8% | $85,850+0.1% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 35.06% | 19.99%+15.1pp | 54.65%-19.6pp | 318.53%-283.5pp |
| Employer contribution / active EE | $1,313 | $2,043-35.7% | $2,731-51.9% | $2,565-48.8% |
| Participant deferral / active EE | $1,687 | $3,641-53.7% | $4,487-62.4% | $3,952-57.3% |
| Admin fee / account holder | $337 | $8,188-95.9% | $7,964-95.8% | $6,260-94.6% |