Filed June 8, 2009
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 37 · EIN 35-0145825 | Loan Processing | $33,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,762 | $122,239+24.2% | $184,203-17.6% | $74,495+103.7% |
| Participation rate | 96.2% | 85.5%+10.7pp | 86.8%+9.4pp | 67.2%+29.0pp |
| Annual return | 17.50% | 19.95%-2.4pp | 28.81%-11.3pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $3,482 | $4,537-23.3% | $6,427-45.8% | $2,623+32.8% |
| Participant deferral / active EE | $6,207 | $7,139-13.1% | $9,131-32.0% | $4,346+42.8% |
| Admin fee / account holder | $3 | $1,260-99.8% | $13,901-100.0% | $1,942-99.8% |