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 | Insurance mortality and expense charg... | $116,096 |
Service code 15 · EIN 01-0343875 PO BOX 599 · PORTLAND, ME 04112 | Recordkeeping | $7,771 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,392 |
Filed as: VOYA 71-0294708 Service code 37 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,217 | $46,292-15.3% | $143,757-72.7% | $64,808-39.5% |
| Participation rate | 73.6% | 64.2%+9.3pp | 80.3%-6.8pp | 71.5%+2.1pp |
| Annual return | -16.46% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,656 | $1,910-13.3% | $4,951-66.5% | $2,506-33.9% |
| Participant deferral / active EE | $3,133 | $2,646+18.4% | $5,637-44.4% | $4,310-27.3% |
| Admin fee / account holder | $6 | $154-95.8% | $14,673-100.0% | $188-96.6% |