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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $28,145 |
Filed as: AMERICAN UNITED LIFE INSURNACE 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 | $49,947 | $60,323-17.2% | $81,812-38.9% | $74,495-33.0% |
| Participation rate | 93.6% | 62.9%+30.7pp | 72.3%+21.2pp | 67.2%+26.4pp |
| Annual return | 120.93% | 16.90%+104.0pp | 773.79%-652.9pp | 1364.94%-1244.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,983 | $3,387-12.0% | $4,319-30.9% | $4,346-31.4% |
| Admin fee / account holder | $10 | $1,486-99.3% | $7,386-99.9% | $1,942-99.5% |