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 37 · EIN 35-0145825 | Loan Processing | $41,040 |
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 | $32,672 | $52,293-37.5% | $178,490-81.7% | $73,409-55.5% |
| Participation rate | 92.7% | 65.3%+27.3pp | 81.9%+10.8pp | 72.2%+20.5pp |
| Annual return | 16.17% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,554 | $1,735-10.4% | $5,011-69.0% | $2,234-30.4% |
| Participant deferral / active EE | $2,508 | $2,332+7.5% | $5,202-51.8% | $3,805-34.1% |
| Admin fee / account holder | $42 | $127-67.0% | $13,984-99.7% | $158-73.4% |