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 | $49,877 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $25,141 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,674 | $63,768+24.9% | $98,506-19.1% | $79,389+0.4% |
| Participation rate | 99.0% | 69.9%+29.1pp | 73.3%+25.7pp | 70.7%+28.3pp |
| Annual return | 13.68% | 626.18%-612.5pp | 1494.92%-1481.2pp | 116.89%-103.2pp |
| Employer contribution / active EE | $3,681 | $2,558+43.9% | $2,961+24.3% | $2,428+51.6% |
| Participant deferral / active EE | $6,970 | $3,305+110.9% | $4,277+63.0% | $4,046+72.3% |
| Admin fee / account holder | $359 | $516-30.4% | $5,955-94.0% | $626-42.7% |