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 | $19,039 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,926 | $104,475+148.8% | $159,436+63.0% | $79,386+227.4% |
| Participation rate | 87.2% | 76.6%+10.6pp | 82.8%+4.4pp | 70.7%+16.5pp |
| Annual return | 15.94% | 67.95%-52.0pp | 263.57%-247.6pp | 116.85%-100.9pp |
| Employer contribution / active EE | $8,866 | $3,417+159.5% | $4,829+83.6% | $2,427+265.2% |
| Participant deferral / active EE | $11,927 | $6,467+84.4% | $7,352+62.2% | $4,046+194.8% |
| Admin fee / account holder | $118 | $711-83.4% | $10,799-98.9% | $626-81.1% |