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 | Recordkeeping | $26,748 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Participants) | $13,752 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; T... | $4,342 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 50 · EIN 33-1151291 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,865 | $52,953-47.4% | $172,739-83.9% | $65,185-57.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 5.96% | 30.12%-24.2pp | 802.84%-796.9pp | 29.38%-23.4pp |
| Employer contribution / active EE | $1,847 | $2,190-15.6% | $5,143-64.1% | $2,177-15.1% |
| Participant deferral / active EE | $1,861 | $2,471-24.7% | $5,198-64.2% | $3,514-47.0% |
| Admin fee / account holder | $150 | $472-68.2% | $13,954-98.9% | $847-82.3% |