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.
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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 | $16,304 |
MARK NARDELLA4 years Filed as: MARK SHUSTER Service code 27 225 SOUTH LAKE AVENUE · PASADENA, CA 91101 | Advisory (Plan) | $16,000 |
HARRINGTON GROUP CPA LLP4 years Service code 10 · EIN 95-4557617 | Accounting | $7,750 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,339 | $66,124-51.1% | $90,404-64.2% | $73,488-56.0% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 11.69% | 17.65%-6.0pp | 1293.02%-1281.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $475 | $2,346-79.8% | $3,262-85.4% | $2,270-79.1% |
| Participant deferral / active EE | $2,124 | $3,039-30.1% | $3,963-46.4% | $3,740-43.2% |
| Admin fee / account holder | $198 | $396-50.0% | $5,611-96.5% | $513-61.4% |