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 | $42,771 |
BMO HARRIS BANK NA6+ 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 | $71,980 | $111,608-35.5% | $177,821-59.5% | $73,409-1.9% |
| Participation rate | 97.3% | 87.9%+9.5pp | 87.7%+9.6pp | 72.2%+25.1pp |
| Annual return | 15.97% | 18.23%-2.3pp | 48.32%-32.4pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,832 | $3,796-51.7% | $5,918-69.0% | $2,234-18.0% |
| Participant deferral / active EE | $5,688 | $6,199-8.2% | $7,714-26.3% | $3,805+49.5% |
| Admin fee / account holder | $63 | $166-62.2% | $12,427-99.5% | $158-60.4% |