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 | $51,035 |
SCHEFFEL BOYLE3 years Service code 10 · EIN 37-1206530 143 N KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $13,750 |
Service code 14 · EIN 37-6039515 2000A MALL STREET, STE A · COLLINSVILLE, IL 62234 | Plan Administrator | $13,372 |
SCHUCHAT, COOK & WERNER4 years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 1221 LOCUST ST., STE 250 · ST. LOUIS, MO 63103 | Legal | $7,872 |
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 | $40,356 | $92,971-56.6% | $96,683-58.3% | $74,419-45.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.60% | 37.49%-19.9pp | 35.69%-18.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,500 | $3,426-27.0% | $3,737-33.1% | $2,637-5.2% |
| Participant deferral / active EE | $950 | $3,970-76.1% | $4,878-80.5% | $4,528-79.0% |
| Admin fee / account holder | $164 | $633-74.0% | $6,730-97.6% | $348-52.7% |