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 | $29,330 |
BMO HARRIS BANK NA6+ 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 | $177,846 | $72,012+147.0% | $185,823-4.3% | $79,858+122.7% |
| Participation rate | 92.8% | 65.8%+27.0pp | 78.0%+14.7pp | 69.6%+23.1pp |
| Annual return | 12.94% | 23.12%-10.2pp | 35.95%-23.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,001 | $1,965+1.9% | $4,087-51.0% | $2,471-19.0% |
| Participant deferral / active EE | $9,412 | $3,779+149.1% | $5,632+67.1% | $3,740+151.7% |
| Admin fee / account holder | $279 | $4,513-93.8% | $9,500-97.1% | $5,306-94.7% |