Filings through .
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $22,981 |
16 funds of $250K or more; 41 lines in all, holding $9.2M of the plan's $9.3M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.1M | 33.8% |
| Tiaa Traditional Non Benefit Responsive 0 TIAA (Nuveen) · Insurance contract | $1.5M | 16.3% |
| Cref Growth R1 0 TIAA (Nuveen) · Mutual fund | $398K | 4.4% |
| American Funds Amerfds Fndamental Invs R6 Mutual Fund Shares Capital Group · Mutual fund | $377K | 4.1% |
| Aul Stable Value Account Manager not matched · Insurance contract | $362K | 3.9% |
| Cref Money Market R1 0 TIAA (Nuveen) · Money market | $306K | 3.3% |
| American Funds Amerfds Grth FD OF America R6 Mutual Fund Shares Capital Group · Mutual fund | $306K | 3.3% |
| Cref Total Global Stock R1 0 TIAA (Nuveen) · Mutual fund | $288K | 3.1% |
| American Funds Amerfds Cap World Grth&inc R6 Mutual Fund Shares Capital Group · Mutual fund | $275K | 3.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $272K | 3.0% |
See the other 31 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCollege Retirement Equities Fund variable annuities | $1.3M |
| AddedCref Growth R1 0 | $398K |
| AddedCref Total Global Stock R1 0 | $288K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $74,906 | $53,516+40.0% | $126,539-40.8% | $84,808-11.7% |
| Participation rate | 71.6% | 58.2%+13.4pp | 69.8%+1.8pp | 68.3%+3.3pp |
| Annual return | 13.15% | 58.34%-45.2pp | 425.95%-412.8pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,144 | $1,535+104.8% | $3,674-14.4% | $2,631+19.5% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |