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 ONE AMERICA SQUARE · INDIANAPOLIS, IN 46206 | Recordkeeping | $44,082 |
SCHEFFEL BOYLE4 years Service code 10 · EIN 37-1206530 143 N KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $15,240 |
LOCAL 309 ELECTRICAL HEALTH AND WEL10+ years Service code 14 · EIN 37-6039515 2000A MALL STREET, STE A · COLLINSVILLE, IL 62234 | Plan Administrator | $12,704 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVS Service code 27 · EIN 81-3920167 ONE AMERICA SQUARE · INDIANAPOLIS, IN 46206 | Advisory (Plan) | $6,833 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $0 |
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 | $44,136 | $82,917-46.8% | $103,333-57.3% | $77,643-43.2% |
| Participation rate | 97.0% | 71.6%+25.4pp | 74.5%+22.4pp | 70.6%+26.4pp |
| Annual return | 12.44% | 19.13%-6.7pp | 24.88%-12.4pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,364 | $3,552-33.4% | $3,868-38.9% | $2,726-13.3% |
| Participant deferral / active EE | $904 | $4,108-78.0% | $5,057-82.1% | $4,647-80.5% |
| Admin fee / account holder | $141 | $638-77.9% | $8,355-98.3% | $430-67.2% |