Filed August 22, 2025
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 | $9,625 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,156 | $123,286-64.2% | $75,670-41.6% | $77,958-43.4% |
| Participation rate | 99.5% | 78.8%+20.7pp | 72.3%+27.1pp | 71.6%+27.8pp |
| Annual return | 16.99% | 20.45%-3.5pp | 27.34%-10.4pp | 20.87%-3.9pp |
| Employer contribution / active EE | $1,109 | $2,035-45.5% | $2,352-52.9% | $2,310-52.0% |
| Participant deferral / active EE | $2,611 | $3,095-15.7% | $3,142-16.9% | $3,537-26.2% |
| Admin fee / account holder | $5 | $144-96.4% | $5,800-99.9% | $97-94.6% |