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 | $54,122 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Participants) | $22,377 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,987 | $65,061-52.4% | $143,757-78.4% | $66,914-53.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.28% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,352 | $2,361-0.4% | $4,951-52.5% | $2,544-7.6% |
| Participant deferral / active EE | $2,583 | $2,919-11.5% | $5,637-54.2% | $4,237-39.0% |
| Admin fee / account holder | $222 | $502-55.8% | $14,673-98.5% | $593-62.6% |