Filed October 18, 2019
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 | $54,273 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $37,612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,338 | $91,760+21.3% | $156,181-28.7% | $67,986+63.8% |
| Participation rate | 85.9% | 65.0%+20.9pp | 78.8%+7.1pp | 57.2%+28.7pp |
| Annual return | 15.48% | 18.14%-2.7pp | 64.87%-49.4pp | 31.67%-16.2pp |
| Employer contribution / active EE | $2,174 | $2,419-10.2% | $4,294-49.4% | $2,019+7.7% |
| Participant deferral / active EE | $3,433 | $3,960-13.3% | $6,132-44.0% | $3,358+2.2% |
| Admin fee / account holder | $278 | $3,949-93.0% | $14,586-98.1% | $3,203-91.3% |