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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $65,970 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $59,915 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,030 | $68,413-3.5% | $123,104-46.4% | $55,191+19.6% |
| Participation rate | 96.3% | 84.5%+11.8pp | 86.8%+9.5pp | 69.2%+27.2pp |
| Annual return | -0.88% | 6.30%-7.2pp | 13.22%-14.1pp | 10.78%-11.7pp |
| Employer contribution / active EE | $2,103 | $3,050-31.0% | $5,151-59.2% | $1,899+10.8% |
| Participant deferral / active EE | $5,882 | $4,490+31.0% | $6,230-5.6% | $3,046+93.1% |
| Admin fee / account holder | $200 | $88+127.9% | $9,015-97.8% | $91+120.5% |