Filed April 19, 2022
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 | $12,391 |
Filed as: AMERICAN UNITIED LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $17,336 | $62,928-72.5% | $172,739-90.0% | $67,579-74.3% |
| Participation rate | 5.6% | 64.5%-58.9pp | 82.6%-77.1pp | 71.3%-65.7pp |
| Annual return | 20.35% | 30.36%-10.0pp | 802.84%-782.5pp | 378.56%-358.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $153 | $2,145-92.8% | $5,198-97.0% | $3,539-95.7% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |