Filed February 13, 2014
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 | $196,489 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 15 · EIN 43-1451524 | Recordkeeping | $21,331 |
Service code 16 · EIN 04-2675571 | Consulting | $12,427 |
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 | $24,494 | $50,815-51.8% | $155,509-84.2% | $77,643-68.5% |
| Participation rate | 97.8% | 63.1%+34.7pp | 78.2%+19.6pp | 70.6%+27.2pp |
| Annual return | 12.64% | 34.80%-22.2pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $404 | $1,993-79.7% | $4,672-91.4% | $2,726-85.2% |
| Participant deferral / active EE | $2,146 | $2,822-24.0% | $5,626-61.9% | $4,647-53.8% |
| Admin fee / account holder | $57 | $437-86.9% | $15,912-99.6% | $430-86.7% |