Filed April 25, 2007
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 CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $35,179 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $35,056 |
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 | $47,254 | $50,982-7.3% | $154,803-69.5% | $85,563-44.8% |
| Participation rate | 89.0% | 59.8%+29.3pp | 78.1%+11.0pp | 66.0%+23.1pp |
| Annual return | 12.55% | 30.35%-17.8pp | 58.88%-46.3pp | 31.51%-19.0pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,237 | $2,474+71.2% | $5,540-23.5% | $4,375-3.2% |
| Admin fee / account holder | $6 | $846-99.3% | $14,329-100.0% | $834-99.3% |