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 | $36,931 |
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 | $30,273 | $62,928-51.9% | $172,739-82.5% | $67,579-55.2% |
| Participation rate | 91.2% | 64.5%+26.8pp | 82.6%+8.6pp | 71.3%+20.0pp |
| Annual return | 19.90% | 30.36%-10.5pp | 802.84%-782.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,462 | $1,636-10.6% | $5,143-71.6% | $2,148-31.9% |
| Participant deferral / active EE | $2,518 | $2,145+17.4% | $5,198-51.6% | $3,539-28.9% |
| Admin fee / account holder | $40 | $167-75.9% | $13,954-99.7% | $142-71.8% |