Filed February 6, 2023
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.
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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 | $170,217 |
Filed as: CAMBRIDGE FINANCIAL Service code 27 3300 IRVINE AVE SUITE 385 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $37,289 |
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 | $33,642 | $48,166-30.2% | $96,562-65.2% | $93,030-63.8% |
| Participation rate | 97.3% | 65.1%+32.2pp | 69.8%+27.5pp | 73.9%+23.4pp |
| Annual return | 13.19% | 21.31%-8.1pp | 37.78%-24.6pp | 158.70%-145.5pp |
| Employer contribution / active EE | $685 | $1,070-35.9% | $2,356-70.9% | $2,706-74.7% |
| Participant deferral / active EE | $2,189 | $2,576-15.0% | $3,849-43.1% | $4,562-52.0% |
| Admin fee / account holder | $117 | $110+6.1% | $6,181-98.1% | $152-22.9% |