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 10100 INNOVATION DRIVE, SUITE 250 · WAUWATOSA, WI 53226 | Recordkeeping | $74,261 |
SCHEFFEL BOYLE2 years Service code 10 · EIN 37-1206530 143 N KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $12,975 |
Service code 14 · EIN 37-6039515 2000A MALL STREET, STE A · COLLINSVILLE, IL 62234 | Plan Administrator | $8,643 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,709 | $106,236-68.3% | $112,228-70.0% | $64,808-48.0% |
| Participation rate | 99.8% | 71.7%+28.1pp | 75.1%+24.7pp | 71.5%+28.3pp |
| Annual return | -16.97% | -6.02%-11.0pp | 27.45%-44.4pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,304 | $3,166-27.2% | $3,635-36.6% | $2,506-8.1% |
| Participant deferral / active EE | $903 | $3,785-76.1% | $4,728-80.9% | $4,310-79.0% |
| Admin fee / account holder | $183 | $452-59.4% | $6,410-97.1% | $188-2.5% |