Filed January 23, 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 | $49,185 |
Filed as: GALLAGHER BENEFIT SVCS INC. Service code 26 · EIN 36-4291971 | Advisory (Participants) | $14,505 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,980 | $50,815-70.5% | $155,509-90.4% | $77,643-80.7% |
| Participation rate | 94.1% | 63.1%+31.0pp | 78.2%+15.9pp | 70.6%+23.5pp |
| Annual return | 13.70% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,012 | $1,993-49.2% | $4,672-78.3% | $2,726-62.9% |
| Participant deferral / active EE | $1,848 | $2,822-34.5% | $5,626-67.2% | $4,647-60.2% |
| Admin fee / account holder | $49 | $437-88.7% | $15,912-99.7% | $430-88.6% |