Filed January 13, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $263,696 |
AXIA ADVISORY CORPORATION4 years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $75,498 |
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $200 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
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 | $47,009 | $53,136-11.5% | $155,509-69.8% | $199,593-76.4% |
| Participation rate | 94.3% | 64.1%+30.2pp | 78.2%+16.1pp | 72.0%+22.3pp |
| Annual return | 10.23% | 41.15%-30.9pp | 64.67%-54.4pp | 34.25%-24.0pp |
| Employer contribution / active EE | $2,374 | $1,851+28.3% | $4,672-49.2% | $3,034-21.8% |
| Participant deferral / active EE | $5,285 | $3,161+67.2% | $5,626-6.1% | $5,087+3.9% |
| Admin fee / account holder | $69 | $185-63.0% | $15,912-99.6% | $269-74.5% |