Filed September 14, 2017
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,103 |
Filed as: AMERICAN UNITED LIFE INSUANCE CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $0 |
Filed as: VOYA 71-0294708 Service code 37 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,645 | $62,928-40.2% | $172,739-78.2% | $67,579-44.3% |
| Participation rate | 69.6% | 64.5%+5.2pp | 82.6%-13.0pp | 71.3%-1.6pp |
| Annual return | 21.54% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,244 | $1,636-23.9% | $5,143-75.8% | $2,148-42.1% |
| Participant deferral / active EE | $2,396 | $2,145+11.7% | $5,198-53.9% | $3,539-32.3% |
| Admin fee / account holder | $6 | $167-96.6% | $13,954-100.0% | $142-96.0% |