Filed June 9, 2021
Total covered: 6 employees
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,059 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,754 | $63,745-62.7% | $98,442-75.9% | $79,386-70.1% |
| Participation rate | 80.5% | 69.9%+10.6pp | 73.3%+7.1pp | 70.7%+9.8pp |
| Annual return | 15.86% | 625.80%-609.9pp | 1492.73%-1476.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,002 | $3,303-39.4% | $4,276-53.2% | $4,046-50.5% |
| Admin fee / account holder | $8 | $516-98.5% | $5,949-99.9% | $626-98.7% |