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 | $43,520 |
MCF ADVISORS LLC2 years Filed as: MCF ADVISORS, LLC Service code 16 333 WEST VINE STREET · LEXINGTON, KY 40507 | Consulting | $6,755 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,468 | $78,419-26.7% | $133,956-57.1% | $73,409-21.7% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.1pp | 72.2%+26.8pp |
| Annual return | 15.29% | 33.35%-18.1pp | 45.09%-29.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,931 | $2,044-5.5% | $3,919-50.7% | $2,234-13.5% |
| Participant deferral / active EE | $3,931 | $3,925+0.1% | $5,048-22.1% | $3,805+3.3% |
| Admin fee / account holder | $150 | $161-7.3% | $8,927-98.3% | $158-5.2% |