Filed February 6, 2023
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, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $183,100 |
Filed as: CAMBRIDGE FINANCIAL Service code 27 3300 IRVINE AVE SUITE 385 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $37,947 |
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 | $28,301 | $39,973-29.2% | $79,550-64.4% | $77,904-63.7% |
| Participation rate | 90.5% | 64.6%+25.9pp | 69.5%+21.0pp | 73.7%+16.8pp |
| Annual return | -16.75% | 3.42%-20.2pp | 0.16%-16.9pp | 12.21%-29.0pp |
| Employer contribution / active EE | $849 | $1,088-21.9% | $2,413-64.8% | $2,848-70.2% |
| Participant deferral / active EE | $2,381 | $2,774-14.2% | $3,985-40.3% | $4,806-50.5% |
| Admin fee / account holder | $125 | $113+10.4% | $6,832-98.2% | $133-6.0% |