Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,463 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $27,302 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,267 | $44,873+14.2% | $79,467-35.5% | $56,289-8.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -4.71% | 0.81%-5.5pp | 718.30%-723.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $3,364 | $2,140+57.2% | $2,800+20.1% | $2,111+59.4% |
| Participant deferral / active EE | $6,364 | $2,746+131.8% | $3,704+71.8% | $3,350+90.0% |
| Admin fee / account holder | $276 | $418-34.0% | $5,104-94.6% | $521-47.0% |