Filed October 2, 2017
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 | $119,633 |
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 | $46,379 | $53,136-12.7% | $155,509-70.2% | $199,593-76.8% |
| Participation rate | 20.7% | 64.1%-43.3pp | 78.2%-57.4pp | 72.0%-51.2pp |
| Annual return | 16.46% | 41.15%-24.7pp | 64.67%-48.2pp | 34.25%-17.8pp |
| Employer contribution / active EE | $272 | $1,851-85.3% | $4,672-94.2% | $3,034-91.0% |
| Participant deferral / active EE | $913 | $3,161-71.1% | $5,626-83.8% | $5,087-82.1% |
| Admin fee / account holder | $12 | $185-93.4% | $15,912-99.9% | $269-95.5% |