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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.
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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 Service code 15 · EIN 46-5378846 | Recordkeeping | $52,004 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB Service code 27 2423 E. LINCOLN DRIVE · PHOENIX, AZ 85016 | Advisory (Plan) | $49,532 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 6805 MORRISON BLVD. SUITE 400 · CHARLOTTE, NC 28211 | Advisory (Plan) | $24,507 |
HARBOR6 years Filed as: HARBOR CAPITAL MANAGEMENT INC. Service code 27 831 E MOREHEAD ST. · CHARLOTTE, NC 28202 | Advisory (Plan) | $20,893 |
Filed as: MERRILL LYNCH Service code 27 8015 W. KENTON CIRCLE SUITE 200 · HUNTERSVILLE, NC 28078 | Advisory (Plan) | $18,817 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 6000 FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Advisory (Plan) | $17,043 |
PROVIDENCE CAPITAL ADVISORS4 years Service code 27 4500 CAMERON VALLEY PARKWAY · CHARLOTTE, NC 28211 | Advisory (Plan) | $9,871 |
RBC WEALTH MANAGEMENT4 years Service code 27 6000 FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Advisory (Plan) | $6,016 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Account maintenance fees; Custodial (... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,247 | $65,061+323.1% | $143,757+91.5% | $66,914+311.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.27% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $13,141 | $2,361+456.7% | $4,951+165.4% | $2,544+416.5% |
| Participant deferral / active EE | $8,615 | $2,919+195.2% | $5,637+52.8% | $4,237+103.3% |
| Admin fee / account holder | $1,459 | $502+190.6% | $14,673-90.1% | $593+145.9% |