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 | $37,505 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,841 | $62,672+139.1% | $185,117-19.1% | $70,131+113.7% |
| Participation rate | 97.9% | 63.8%+34.2pp | 77.3%+20.7pp | 69.5%+28.4pp |
| Annual return | 18.74% | 40.79%-22.0pp | 40.50%-21.8pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,108 | $1,753+20.2% | $4,182-49.6% | $2,342-10.0% |
| Participant deferral / active EE | $8,422 | $3,272+157.4% | $5,045+66.9% | $3,332+152.8% |
| Admin fee / account holder | $305 | $3,932-92.2% | $8,159-96.3% | $4,645-93.4% |