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.
See the 10-year trajectory with Solo.
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 | $36,258 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $130,132 | $56,054+132.2% | $171,082-23.9% | $62,891+106.9% |
| Participation rate | 98.9% | 62.9%+36.0pp | 76.7%+22.2pp | 69.3%+29.6pp |
| Annual return | 7.23% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,220 | $1,731+28.3% | $4,002-44.5% | $2,281-2.7% |
| Participant deferral / active EE | $8,062 | $3,158+155.3% | $4,797+68.1% | $3,203+151.7% |
| Admin fee / account holder | $297 | $3,647-91.9% | $8,520-96.5% | $4,296-93.1% |