Filed December 14, 2005
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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $3,834 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $2,487 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO B Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,958 | $65,061-49.3% | $143,757-77.1% | $66,914-50.7% |
| Participation rate | 93.1% | 65.2%+27.9pp | 80.3%+12.8pp | 69.8%+23.3pp |
| Annual return | -17.00% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $770 | $2,361-67.4% | $4,951-84.4% | $2,544-69.7% |
| Participant deferral / active EE | $2,166 | $2,919-25.8% | $5,637-61.6% | $4,237-48.9% |
| Admin fee / account holder | $19 | $502-96.3% | $14,673-99.9% | $593-96.8% |