Filed July 25, 2008 (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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,869 | $52,467+46.5% | $57,179+34.4% | $55,167+39.3% |
| Participation rate | 49.7% | 75.8%-26.1pp | 75.3%-25.6pp | 69.0%-19.3pp |
| Annual return | 19.45% | 7.72%+11.7pp | 14.59%+4.9pp | 169.23%-149.8pp |
| Employer contribution / active EE | $1,945 | $2,477-21.5% | $2,682-27.5% | $1,963-0.9% |
| Participant deferral / active EE | $2,866 | $2,830+1.3% | $3,096-7.4% | $3,054-6.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |