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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 | $106,399 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,114 | $80,005-9.9% | $140,016-48.5% | $55,725+29.4% |
| Participation rate | 94.9% | 87.0%+7.9pp | 87.5%+7.4pp | 70.9%+24.1pp |
| Annual return | -20.73% | 0.46%-21.2pp | 651.12%-671.8pp | 244.93%-265.7pp |
| Employer contribution / active EE | $1,948 | $3,403-42.7% | $5,606-65.2% | $2,078-6.3% |
| Participant deferral / active EE | $5,888 | $5,264+11.8% | $6,927-15.0% | $3,356+75.5% |
| Admin fee / account holder | $221 | $116+91.2% | $10,705-97.9% | $115+92.0% |