Filed December 2, 2005 (most recent of 2 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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $31,045 |
RETIREMENT, LLC1 year Filed as: MJ RETIREMENT Service code 26 · EIN 45-5291215 | Advisory (Participants) | $16,194 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,310 | $50,982-52.3% | $154,803-84.3% | $85,563-71.6% |
| Participation rate | 88.4% | 59.8%+28.7pp | 78.1%+10.4pp | 66.0%+22.5pp |
| Annual return | 12.36% | 30.35%-18.0pp | 58.88%-46.5pp | 31.51%-19.2pp |
| Employer contribution / active EE | $1,170 | $1,708-31.5% | $4,305-72.8% | $2,654-55.9% |
| Participant deferral / active EE | $1,910 | $2,474-22.8% | $5,540-65.5% | $4,375-56.3% |
| Admin fee / account holder | $80 | $846-90.5% | $14,329-99.4% | $834-90.4% |