Filed October 18, 2004
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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $442,915 |
Filed as: GALLAGHER BENEFIT SVCS INC. Service code 16 | Consulting | $281,194 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $82,809 |
Filed as: GLLAGHER BENEFIT SVCS INC. Service code 16 · EIN 36-4291971 | Consulting | $0 |
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 | $62,670 | $65,908-4.9% | $81,812-23.4% | $77,643-19.3% |
| Participation rate | 89.7% | 65.8%+23.9pp | 72.3%+17.4pp | 70.6%+19.2pp |
| Annual return | 14.13% | 26.64%-12.5pp | 773.79%-759.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $4,643 | $2,370+95.9% | $2,912+59.4% | $2,726+70.3% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $80 | $526-84.8% | $7,386-98.9% | $430-81.5% |