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 LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $122,063 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,917 | $81,537+1.7% | $149,718-44.6% | $69,631+19.1% |
| Participation rate | 86.8% | 86.1%+0.6pp | 87.1%-0.3pp | 70.7%+16.1pp |
| Annual return | 17.30% | 22.79%-5.5pp | 1501.63%-1484.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,991 | $3,239-38.5% | $5,445-63.4% | $2,032-2.0% |
| Participant deferral / active EE | $6,019 | $4,994+20.5% | $6,569-8.4% | $3,224+86.7% |
| Admin fee / account holder | $226 | $107+111.5% | $11,283-98.0% | $110+104.7% |