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 Service code 15 · EIN 46-5378846 | Recordkeeping | $41,682 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,288 | $91,407-4.5% | $135,903-35.8% | $71,457+22.2% |
| Participation rate | 90.9% | 75.7%+15.3pp | 81.9%+9.0pp | 67.9%+23.0pp |
| Annual return | 18.44% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,055 | $3,703-71.5% | $4,856-78.3% | $2,588-59.2% |
| Participant deferral / active EE | $7,880 | $7,092+11.1% | $7,758+1.6% | $4,289+83.7% |
| Admin fee / account holder | $278 | $1,266-78.0% | $10,762-97.4% | $1,587-82.5% |