See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $200,026 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,438 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $17,924 |
BMO HARRIS BANK NA4+ 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).
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 | $84,177 | $81,719+3.0% | $101,248-16.9% | $90,288-6.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 16.46% | 337.64%-321.2pp | 46.47%-30.0pp | 53.97%-37.5pp |
| Employer contribution / active EE | $3,080 | $3,622-15.0% | $3,660-15.8% | $2,524+22.0% |
| Participant deferral / active EE | $6,767 | $3,310+104.5% | $4,370+54.8% | $4,232+59.9% |
| Admin fee / account holder | $168 | $162+4.0% | $5,945-97.2% | $114+47.7% |