Filings through .
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $1,221 |
1 fund of $250K or more; 18 lines in all, holding $1.8M of the plan's $4.5M. From the 2024 filing. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amercent One Choice 2050 A Manager not matched · Separate account | $630K | 34.4% |
| State Street Equity 500 Index Fund Class R Shares State Street (SSgA) · Mutual fund Index | $247K | 13.5% |
| Goldman Sachs Mid Cap Gr Insghts Svc Goldman Sachs · Mutual fund Possible retail class Service | $171K | 9.3% |
| Goldman Sachs Large Cap Gr Insghts Svc Goldman Sachs · Mutual fund Possible retail class Service | $130K | 7.1% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-R Class T. Rowe Price · Mutual fund | $103K | 5.6% |
| MFS Mid Cap Value Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $83K | 4.5% |
| Aul Stable Value Account Manager not matched · Insurance contract | $79K | 4.3% |
| Invesco Diversified Dividend Fund Class A Invesco · Mutual fund Possible retail class A | $62K | 3.4% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $53K | 2.9% |
| ClearBridge Large Cap Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $52K | 2.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.