Filed December 1, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $27,644 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $165,599 | $67,984+143.6% | $65,493+152.8% | $74,304+122.9% |
| Participation rate | 59.5% | 66.3%-6.9pp | 73.1%-13.6pp | 60.3%-0.9pp |
| Annual return | 11.62% | 19.87%-8.2pp | 982.45%-970.8pp | 29.43%-17.8pp |
| Employer contribution / active EE | $3,562 | $2,491+43.0% | $2,574+38.4% | $2,241+58.9% |
| Participant deferral / active EE | $3,788 | $3,346+13.2% | $3,961-4.4% | $3,767+0.5% |
| Admin fee / account holder | $9 | $1,373-99.3% | $5,028-99.8% | $2,969-99.7% |