Filed October 5, 2001
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 | $35,477 |
Filed as: RELIASTAR LIFE INSURANCE CO. Service code 60 · EIN 41-0451140 PO BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $361 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,828 | $46,173-50.6% | $170,442-86.6% | $69,631-67.2% |
| Participation rate | 49.2% | 63.9%-14.7pp | 83.6%-34.4pp | 70.7%-21.4pp |
| Annual return | 8.58% | 21.62%-13.0pp | 205.93%-197.3pp | 27571.02%-27562.4pp |
| Employer contribution / active EE | $651 | $1,610-59.6% | $5,433-88.0% | $2,032-68.0% |
| Participant deferral / active EE | $1,212 | $2,080-41.7% | $4,939-75.5% | $3,224-62.4% |
| Admin fee / account holder | $1 | $116-98.8% | $13,880-100.0% | $110-98.7% |