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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.
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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 | $100,993 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $26,698 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS Service code 28 · EIN 26-0058143 | Investment Management | $26,672 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,921 | $43,466-26.6% | $90,951-64.9% | $90,288-64.6% |
| Participation rate | 93.5% | 62.5%+31.1pp | 69.0%+24.5pp | 73.4%+20.2pp |
| Annual return | 16.65% | 25.26%-8.6pp | 134.60%-118.0pp | 53.97%-37.3pp |
| Employer contribution / active EE | $0 | $840-100.0% | $2,122-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $988 | $2,138-53.8% | $3,373-70.7% | $4,232-76.7% |
| Admin fee / account holder | $115 | $92+25.6% | $5,959-98.1% | $114+1.2% |