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 | $31,597 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $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 | $139,451 | $48,576+187.1% | $169,463-17.7% | $56,287+147.8% |
| Participation rate | 98.0% | 65.8%+32.2pp | 77.8%+20.2pp | 69.9%+28.2pp |
| Annual return | -6.52% | -2.51%-4.0pp | 1.83%-8.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,006 | $1,559+28.7% | $4,159-51.8% | $2,111-5.0% |
| Participant deferral / active EE | $9,234 | $3,275+181.9% | $5,277+75.0% | $3,350+175.7% |
| Admin fee / account holder | $253 | $435-41.9% | $9,109-97.2% | $521-51.5% |