Filed September 4, 1992 (most recent of 2 filings on file)
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 | $7,993 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,544 | $88,890+39.0% | $102,423+20.6% | $77,643+59.1% |
| Participation rate | 87.3% | 80.9%+6.4pp | 76.5%+10.9pp | 70.6%+16.8pp |
| Annual return | 11.19% | 24.98%-13.8pp | 29.32%-18.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,892 | $2,698-29.8% | $3,023-37.4% | $2,726-30.6% |
| Participant deferral / active EE | $4,485 | $5,145-12.8% | $5,053-11.2% | $4,647-3.5% |
| Admin fee / account holder | $25 | $235-89.5% | $9,451-99.7% | $430-94.3% |