Filed October 26, 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 66 | Insurance mortality and expense charg... | $26,996 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $5,215 |
Service code 38 · EIN 35-0145825 | Participant Communication | $859 |
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 | $38,026 | $37,196+2.2% | $154,107-75.3% | $55,725-31.8% |
| Participation rate | 79.0% | 64.1%+14.9pp | 83.0%-4.0pp | 70.9%+8.2pp |
| Annual return | 43.56% | 1319.68%-1276.1pp | 735.12%-691.6pp | 244.93%-201.4pp |
| Employer contribution / active EE | $445 | $1,614-72.5% | $5,298-91.6% | $2,078-78.6% |
| Participant deferral / active EE | $2,668 | $2,068+29.0% | $5,081-47.5% | $3,356-20.5% |
| Admin fee / account holder | $22 | $102-78.5% | $13,411-99.8% | $115-81.0% |