Filed October 4, 2021 (most recent of 2 filings on file)
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 CO. Service code 66 | Other insurance wrap fees; Insurance ... | $77,804 |
EKON BENEFITS4+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $16,982 |
Service code 37 · EIN 35-0145825 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,306 | $37,196+5.7% | $154,107-74.5% | $55,725-29.5% |
| Participation rate | 59.7% | 64.1%-4.4pp | 83.0%-23.4pp | 70.9%-11.2pp |
| Annual return | 0.69% | 1319.68%-1319.0pp | 735.12%-734.4pp | 244.93%-244.2pp |
| Employer contribution / active EE | $1,131 | $1,614-29.9% | $5,298-78.7% | $2,078-45.6% |
| Participant deferral / active EE | $2,304 | $2,068+11.4% | $5,081-54.7% | $3,356-31.3% |
| Admin fee / account holder | $2 | $102-97.7% | $13,411-100.0% | $115-98.0% |