Filed October 1, 2015
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 CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $81,452 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS INV ADVISORS Service code 16 · EIN 85-0777552 | Consulting | $65,686 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $38,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,503 | $50,815-49.8% | $155,509-83.6% | $77,643-67.2% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.1pp | 70.6%+27.7pp |
| Annual return | 13.95% | 34.80%-20.9pp | 64.67%-50.7pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,563 | $1,993-21.6% | $4,672-66.6% | $2,726-42.7% |
| Participant deferral / active EE | $1,842 | $2,822-34.7% | $5,626-67.3% | $4,647-60.4% |
| Admin fee / account holder | $62 | $437-85.8% | $15,912-99.6% | $430-85.6% |