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 9-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 | $54,257 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Float revenue; Participant loan proce... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $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 | $41,119 | $50,815-19.1% | $155,509-73.6% | $77,643-47.0% |
| Participation rate | 89.2% | 63.1%+26.1pp | 78.2%+11.0pp | 70.6%+18.6pp |
| Annual return | 14.08% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,671 | $1,993-16.1% | $4,672-64.2% | $2,726-38.7% |
| Participant deferral / active EE | $3,278 | $2,822+16.2% | $5,626-41.7% | $4,647-29.5% |
| Admin fee / account holder | $166 | $437-61.9% | $15,912-99.0% | $430-61.3% |