Filed January 24, 2019 (most recent of 3 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 Service code 50 | Direct Payment | $47,233 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,151 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 12 · EIN 22-1211670 | Claims processing; Direct payment fro... | $1,315 |
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 | $61,567 | $37,117+65.9% | $147,614-58.3% | $55,191+11.6% |
| Participation rate | 52.4% | 63.6%-11.2pp | 84.6%-32.2pp | 69.2%-16.8pp |
| Annual return | 0.08% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,138 | $1,985+7.7% | $4,895-56.3% | $3,046-29.8% |
| Admin fee / account holder | $20 | $86-76.9% | $11,611-99.8% | $91-78.3% |