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 ... | $124,010 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,859 |
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 | $48,766 | $56,485-13.7% | $185,823-73.8% | $86,799-43.8% |
| Participation rate | 64.6% | 65.5%-0.9pp | 81.7%-17.1pp | 72.3%-7.7pp |
| Annual return | 12.98% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,235 | $1,843-33.0% | $5,167-76.1% | $2,405-48.6% |
| Participant deferral / active EE | $2,340 | $2,553-8.4% | $5,568-58.0% | $4,131-43.4% |
| Admin fee / account holder | $6 | $150-95.7% | $16,237-100.0% | $170-96.2% |