Filed October 19, 2000
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 Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,016 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,440 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,294 | $98,727-24.7% | $113,168-34.4% | $85,563-13.2% |
| Participation rate | 76.1% | 80.8%-4.7pp | 76.6%-0.4pp | 66.0%+10.2pp |
| Annual return | 13.85% | 17.43%-3.6pp | 24.27%-10.4pp | 31.51%-17.7pp |
| Employer contribution / active EE | $638 | $2,907-78.0% | $2,975-78.5% | $2,654-75.9% |
| Participant deferral / active EE | $3,380 | $5,424-37.7% | $5,107-33.8% | $4,375-22.7% |
| Admin fee / account holder | $98 | $357-72.5% | $12,068-99.2% | $834-88.3% |