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 CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $89,043 |
ASSUREDPARTNERS CAPITAL INC3 years Filed as: ASSUREDPARTNERS INV ADVISORS Service code 16 | Consulting | $69,804 |
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $45,545 |
Filed as: ASSURED PARTNERS INV ADVISORS Service code 16 · EIN 85-0777552 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,125 | $50,982-46.8% | $154,803-82.5% | $85,563-68.3% |
| Participation rate | 97.6% | 59.8%+37.8pp | 78.1%+19.5pp | 66.0%+31.6pp |
| Annual return | 12.03% | 30.35%-18.3pp | 58.88%-46.9pp | 31.51%-19.5pp |
| Employer contribution / active EE | $1,732 | $1,708+1.4% | $4,305-59.8% | $2,654-34.7% |
| Participant deferral / active EE | $2,014 | $2,474-18.6% | $5,540-63.7% | $4,375-54.0% |
| Admin fee / account holder | $78 | $846-90.8% | $14,329-99.5% | $834-90.6% |