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 | $31,702 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,870 | $79,171-1.6% | $102,423-24.0% | $74,495+4.5% |
| Participation rate | 91.6% | 74.8%+16.8pp | 76.5%+15.1pp | 67.2%+24.4pp |
| Annual return | 16.39% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,039 | $2,362-56.0% | $3,023-65.6% | $2,623-60.4% |
| Participant deferral / active EE | $4,102 | $4,415-7.1% | $5,053-18.8% | $4,346-5.6% |
| Admin fee / account holder | $242 | $2,001-87.9% | $9,451-97.4% | $1,942-87.5% |