Filed July 15, 2010
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 | $5,438 |
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 | $39,722 | $46,173-14.0% | $170,442-76.7% | $69,631-43.0% |
| Participation rate | 91.0% | 63.9%+27.1pp | 83.6%+7.4pp | 70.7%+20.4pp |
| Annual return | 11.87% | 21.62%-9.8pp | 205.93%-194.1pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $1,795 | $1,610+11.5% | $5,433-67.0% | $2,032-11.7% |
| Participant deferral / active EE | $2,747 | $2,080+32.0% | $4,939-44.4% | $3,224-14.8% |
| Admin fee / account holder | $41 | $116-64.8% | $13,880-99.7% | $110-63.0% |