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 CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $650 |
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 | $115,557 | $55,453+108.4% | $170,442-32.2% | $62,292+85.5% |
| Participation rate | 98.3% | 66.4%+32.0pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 19.73% | 21.38%-1.6pp | 205.93%-186.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $6,182 | $2,164+185.7% | $5,433+13.8% | $2,042+202.7% |
| Participant deferral / active EE | $4,827 | $2,303+109.6% | $4,939-2.3% | $3,169+52.3% |
| Admin fee / account holder | $80 | $455-82.4% | $13,880-99.4% | $479-83.3% |