Filed November 12, 2007 (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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $18,921 |
Service code 52 | Indirect Investment Fees | $1,761 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
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 | $114,783 | $66,124+73.6% | $90,404+27.0% | $73,488+56.2% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.74% | 17.65%-1.9pp | 1293.02%-1277.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $9,118 | $2,346+288.6% | $3,262+179.5% | $2,270+301.6% |
| Participant deferral / active EE | $4,671 | $3,039+53.7% | $3,963+17.9% | $3,740+24.9% |
| Admin fee / account holder | $32 | $396-92.0% | $5,611-99.4% | $513-93.8% |