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 Service code 15 · EIN 46-5378846 | Recordkeeping | $122,486 |
Filed as: BLUE WATER ADVISORS Service code 26 133 EAST MAIN STREET · BABYLON, NY 11702 | Advisory (Participants) | $31,178 |
QCI ASSET MANAGEMENT7+ years Service code 26 40A GROVE STREET · PITTSFORD, NY 14534 | Advisory (Participants) | $28,577 |
LYON CAPITAL MANAGEMENT7+ years Service code 26 · EIN 16-1516933 | Advisory (Participants) | $23,622 |
E CRAIG YOUNG1 year Filed as: CRAIG CAIRNS HOWE & RUSLING Service code 26 120 EAST AVENUE · ROCHESTER, NY 14604 | Advisory (Participants) | $12,046 |
MATRIX TRUST COMPANY7+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $5,047 |
COBBLESTONE CAPITAL ADVISORS3 years Service code 26 · EIN 16-1543732 | Advisory (Participants) | $3,926 |
MATRIX TRUST COMPANY6 years Service code 62 | Soft dollars commissions; Float revenue | $0 |
TD AMERITRADE, INC.7+ years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $354,989 | $104,317+240.3% | $159,436+122.7% | $86,799+309.0% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.8%+15.9pp | 72.3%+26.4pp |
| Annual return | 11.37% | 26.32%-15.0pp | 263.57%-252.2pp | 97.91%-86.5pp |
| Employer contribution / active EE | $13,571 | $3,451+293.3% | $4,829+181.0% | $2,405+464.2% |
| Participant deferral / active EE | $10,290 | $6,837+50.5% | $7,352+40.0% | $4,131+149.1% |
| Admin fee / account holder | $375 | $172+118.0% | $10,799-96.5% | $170+121.4% |