Filed April 9, 1996
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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,277 | $48,576+135.3% | $169,463-32.6% | $56,287+103.0% |
| Participation rate | 94.6% | 65.8%+28.8pp | 77.8%+16.8pp | 69.9%+24.8pp |
| Annual return | 0.12% | -2.51%+2.6pp | 1.83%-1.7pp | -9.96%+10.1pp |
| Employer contribution / active EE | $298 | $1,559-80.9% | $4,159-92.8% | $2,111-85.9% |
| Participant deferral / active EE | $4,840 | $3,275+47.8% | $5,277-8.3% | $3,350+44.5% |
| Admin fee / account holder | $1 | $435-99.7% | $9,109-100.0% | $521-99.7% |