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 | $41,925 |
MCF ADVISORS LLC1 year Filed as: MCF ADVISORS, LLC Service code 16 333 WEST VINE STREET · LEXINGTON, KY 40507 | Consulting | $5,666 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
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 | $50,003 | $69,159-27.7% | $125,175-60.1% | $67,579-26.0% |
| Participation rate | 99.7% | 78.2%+21.5pp | 79.8%+19.9pp | 71.3%+28.4pp |
| Annual return | 24.83% | 27.12%-2.3pp | 43.79%-19.0pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,851 | $2,023-8.5% | $3,865-52.1% | $2,148-13.8% |
| Participant deferral / active EE | $3,651 | $3,700-1.3% | $4,937-26.0% | $3,539+3.2% |
| Admin fee / account holder | $146 | $142+2.7% | $9,702-98.5% | $142+2.3% |