See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $34,222 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,720 | $91,517-78.5% | $101,248-80.5% | $73,409-73.1% |
| Participation rate | 91.2% | 73.8%+17.4pp | 75.8%+15.4pp | 72.2%+19.0pp |
| Annual return | 119.29% | 17.17%+102.1pp | 46.47%+72.8pp | 59.29%+60.0pp |
| Employer contribution / active EE | $971 | $2,877-66.3% | $3,660-73.5% | $2,234-56.5% |
| Participant deferral / active EE | $4,175 | $3,338+25.0% | $4,370-4.5% | $3,805+9.7% |
| Admin fee / account holder | $11 | $216-94.7% | $5,945-99.8% | $158-92.8% |