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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $104,098 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,367 |
Filed as: AMERICAN UNITED LIFE INSUANCE CO Service code 52 | Indirect Investment Fees | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,964 | $52,293-14.0% | $178,490-74.8% | $73,409-38.7% |
| Participation rate | 66.7% | 65.3%+1.4pp | 81.9%-15.2pp | 72.2%-5.4pp |
| Annual return | 15.06% | 34.75%-19.7pp | 151.07%-136.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,207 | $1,735-30.5% | $5,011-75.9% | $2,234-46.0% |
| Participant deferral / active EE | $2,352 | $2,332+0.8% | $5,202-54.8% | $3,805-38.2% |
| Admin fee / account holder | $6 | $127-95.5% | $13,984-100.0% | $158-96.4% |