Filed October 15, 2021
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 4-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 19 · EIN 46-5378846 | Securities Custodian | $21,275 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,579 | $66,457+30.3% | $81,382+6.4% | $77,643+11.5% |
| Participation rate | 97.0% | 68.7%+28.2pp | 69.5%+27.5pp | 70.6%+26.4pp |
| Annual return | 13.59% | 15.93%-2.3pp | 24.73%-11.1pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,490 | $2,159+15.3% | $2,463+1.1% | $2,726-8.7% |
| Participant deferral / active EE | $4,188 | $3,679+13.8% | $3,883+7.9% | $4,647-9.9% |
| Admin fee / account holder | $48 | $583-91.8% | $5,768-99.2% | $430-88.9% |