Filed January 3, 2012
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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $40,676 |
Filed as: AMERICA UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
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 | $46,796 | $37,196+25.8% | $154,107-69.6% | $55,725-16.0% |
| Participation rate | 96.1% | 64.1%+32.0pp | 83.0%+13.1pp | 70.9%+25.2pp |
| Annual return | -5.56% | 1319.68%-1325.2pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $4,081 | $1,614+152.9% | $5,298-23.0% | $2,078+96.4% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |