Filed January 22, 2020
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 | $35,067 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $12 |
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 | $48,429 | $47,977+0.9% | $154,107-68.6% | $56,287-14.0% |
| Participation rate | 74.3% | 66.2%+8.1pp | 83.0%-8.8pp | 69.9%+4.4pp |
| Annual return | -4.22% | 3.54%-7.8pp | 735.12%-739.3pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,119 | $2,169-48.4% | $5,298-78.9% | $2,111-47.0% |
| Participant deferral / active EE | $2,561 | $2,392+7.1% | $5,081-49.6% | $3,350-23.5% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |