See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $56,721 |
NFP RETIREMENT INC4 years Service code 26 · EIN 33-0905143 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Participants) | $39,993 |
Service code 37 · EIN 35-0145825 ONE AMERICA SQUARE · INDIANAPOLIS, IN 462060368 | Loan Processing | $6,305 |
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 | $56,544 | $91,762-38.4% | $67,502-16.2% | $77,643-27.2% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.9%-15.8pp | 70.6%-13.5pp |
| Annual return | 13.94% | 14.87%-0.9pp | 3512.12%-3498.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,336 | $3,181-58.0% | $2,731-51.1% | $2,726-51.0% |
| Participant deferral / active EE | $1,898 | $3,903-51.4% | $4,000-52.6% | $4,647-59.2% |
| Admin fee / account holder | $128 | $176-27.5% | $3,998-96.8% | $430-70.3% |