See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $31,522 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Participants) | $14,813 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $3,389 |
MATRIX TRUST COMPANY3 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 | $27,642 | $58,879-53.1% | $178,490-84.5% | $73,488-62.4% |
| Participation rate | 99.2% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 5.16% | 24.86%-19.7pp | 151.07%-145.9pp | 28.51%-23.4pp |
| Employer contribution / active EE | $1,935 | $2,236-13.4% | $5,011-61.4% | $2,270-14.7% |
| Participant deferral / active EE | $2,000 | $2,567-22.1% | $5,202-61.6% | $3,740-46.5% |
| Admin fee / account holder | $151 | $400-62.4% | $13,984-98.9% | $513-70.6% |