Filed November 9, 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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $985 |
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 | $110,970 | $46,732+137.5% | $156,549-29.1% | $55,167+101.2% |
| Participation rate | 94.8% | 65.8%+29.0pp | 84.0%+10.8pp | 69.0%+25.8pp |
| Annual return | 9.68% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $7,193 | $2,105+241.7% | $5,501+30.8% | $1,963+266.5% |
| Participant deferral / active EE | $4,848 | $2,204+120.0% | $4,871-0.5% | $3,054+58.7% |
| Admin fee / account holder | $29 | $418-93.2% | $13,027-99.8% | $504-94.3% |