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 | $30,465 |
Employer 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 | $52,643 | $50,815+3.6% | $155,509-66.1% | $77,643-32.2% |
| Participation rate | 70.3% | 63.1%+7.2pp | 78.2%-7.9pp | 70.6%-0.3pp |
| Annual return | 17.48% | 34.80%-17.3pp | 64.67%-47.2pp | 31.24%-13.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,371 | $2,822+19.4% | $5,626-40.1% | $4,647-27.5% |
| Admin fee / account holder | $19 | $437-95.6% | $15,912-99.9% | $430-95.5% |