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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $50,456 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,365 | $50,815+52.2% | $155,509-50.3% | $77,643-0.4% |
| Participation rate | 86.9% | 63.1%+23.8pp | 78.2%+8.7pp | 70.6%+16.3pp |
| Annual return | 17.48% | 34.80%-17.3pp | 64.67%-47.2pp | 31.24%-13.8pp |
| Employer contribution / active EE | $4,524 | $1,993+127.1% | $4,672-3.2% | $2,726+66.0% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $27 | $437-93.7% | $15,912-99.8% | $430-93.7% |