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 | $34,637 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $12 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,385 | $52,953+14.0% | $172,739-65.0% | $65,185-7.4% |
| Participation rate | 68.5% | 66.2%+2.3pp | 82.6%-14.1pp | 70.2%-1.7pp |
| Annual return | 24.35% | 30.12%-5.8pp | 802.84%-778.5pp | 29.38%-5.0pp |
| Employer contribution / active EE | $915 | $2,190-58.2% | $5,143-82.2% | $2,177-58.0% |
| Participant deferral / active EE | $2,232 | $2,471-9.7% | $5,198-57.1% | $3,514-36.5% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |