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 | $23,173 |
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 | $30,242 | $37,196-18.7% | $154,107-80.4% | $55,725-45.7% |
| Participation rate | 91.9% | 64.1%+27.8pp | 83.0%+8.9pp | 70.9%+21.1pp |
| Annual return | -3.85% | 1319.68%-1323.5pp | 735.12%-739.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,439 | $1,614-10.9% | $5,298-72.8% | $2,078-30.8% |
| Participant deferral / active EE | $2,331 | $2,068+12.7% | $5,081-54.1% | $3,356-30.5% |
| Admin fee / account holder | $37 | $102-63.2% | $13,411-99.7% | $115-67.5% |