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 CO11+ years Service code 37 · EIN 35-0145825 | Loan Processing | $32,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,514 | $132,049+7.2% | $200,582-29.4% | $74,304+90.5% |
| Participation rate | 95.5% | 84.1%+11.4pp | 86.9%+8.6pp | 60.3%+35.1pp |
| Annual return | 14.67% | 22.22%-7.5pp | 42.33%-27.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,817 | $4,558-16.3% | $6,419-40.5% | $2,241+70.3% |
| Participant deferral / active EE | $6,813 | $7,213-5.5% | $9,331-27.0% | $3,767+80.8% |
| Admin fee / account holder | $3 | $2,405-99.9% | $16,305-100.0% | $2,969-99.9% |