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 | $29,664 |
BMO HARRIS BANK NA5+ 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 | $165,472 | $65,395+153.0% | $182,532-9.3% | $72,985+126.7% |
| Participation rate | 94.7% | 65.4%+29.2pp | 78.0%+16.7pp | 69.5%+25.2pp |
| Annual return | 23.41% | 27.68%-4.3pp | 148.54%-125.1pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,110 | $1,911+10.4% | $4,076-48.2% | $2,440-13.5% |
| Participant deferral / active EE | $13,732 | $3,563+285.4% | $5,524+148.6% | $3,607+280.7% |
| Admin fee / account holder | $237 | $4,245-94.4% | $8,592-97.2% | $5,124-95.4% |