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 | $83,280 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 16 · EIN 39-1897480 | Consulting | $30,000 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $187,691 | $46,173+306.5% | $170,442+10.1% | $69,631+169.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 13.78% | 21.62%-7.8pp | 205.93%-192.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $7,834 | $1,610+386.7% | $5,433+44.2% | $2,032+285.5% |
| Participant deferral / active EE | $4,617 | $2,080+121.9% | $4,939-6.5% | $3,224+43.2% |
| Admin fee / account holder | $201 | $116+73.2% | $13,880-98.6% | $110+81.9% |