Filed September 6, 2024
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 13 · EIN 42-0127290 | Contract Administrator | $23,999 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,036 |
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 | $21,873 | $36,767-40.5% | $81,478-73.2% | $62,292-64.9% |
| Participation rate | 99.5% | 54.4%+45.0pp | 68.0%+31.5pp | 69.5%+29.9pp |
| Annual return | 11.65% | 173.80%-162.2pp | 38.78%-27.1pp | 28.90%-17.3pp |
| Employer contribution / active EE | $2,206 | $1,128+95.6% | $2,568-14.1% | $2,042+8.0% |
| Participant deferral / active EE | $2,248 | $2,111+6.5% | $3,537-36.4% | $3,169-29.1% |
| Admin fee / account holder | $108 | $797-86.4% | $4,561-97.6% | $479-77.4% |