Filed February 7, 2023 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 45-5378846 | Recordkeeping | $3,711 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,153 | $66,457-45.6% | $81,438-55.6% | $77,671-53.5% |
| Participation rate | 66.4% | 68.7%-2.3pp | 69.5%-3.1pp | 70.6%-4.2pp |
| Annual return | 9.46% | 15.93%-6.5pp | 24.74%-15.3pp | 31.21%-21.7pp |
| Employer contribution / active EE | $5,272 | $2,159+144.1% | $2,460+114.3% | $2,726+93.4% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,648-100.0% |
| Admin fee / account holder | $5 | $583-99.2% | $5,764-99.9% | $430-98.9% |