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 | $34,380 |
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 | $57,014 | $62,928-9.4% | $172,739-67.0% | $67,579-15.6% |
| Participation rate | 95.9% | 64.5%+31.4pp | 82.6%+13.2pp | 71.3%+24.6pp |
| Annual return | 22.65% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $4,068 | $1,636+148.7% | $5,143-20.9% | $2,148+89.4% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |