Filed March 11, 1998
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 COMP Service code 27 10955 LOWELL AVE · OVERLAND PARK, KS 66210 | Advisory (Plan) | $0 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER WELLER HEISER Service code 27 P.O. BOX 159 · ST. CLOUD, MN 56302 | Advisory (Plan) | $0 |
Service code 10 · EIN 41-0417830 | Accounting | $0 |
Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,361 | $43,466-27.8% | $90,951-65.5% | $90,288-65.3% |
| Participation rate | 68.1% | 62.5%+5.7pp | 69.0%-0.9pp | 73.4%-5.2pp |
| Annual return | 13.26% | 25.26%-12.0pp | 134.60%-121.3pp | 53.97%-40.7pp |
| Employer contribution / active EE | $2,293 | $840+173.0% | $2,122+8.1% | $2,524-9.2% |
| Participant deferral / active EE | $755 | $2,138-64.7% | $3,373-77.6% | $4,232-82.2% |
| Admin fee / account holder | $70 | $92-23.7% | $5,959-98.8% | $114-38.6% |