See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $10,737 |
Filed as: AMERCAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $4,207 |
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 | $48,655 | $71,192-31.7% | $117,854-58.7% | $62,292-21.9% |
| Participation rate | 96.5% | 74.2%+22.2pp | 79.7%+16.8pp | 69.5%+27.0pp |
| Annual return | 14.45% | 18.66%-4.2pp | 335.08%-320.6pp | 28.90%-14.5pp |
| Employer contribution / active EE | $865 | $1,934-55.3% | $3,786-77.2% | $2,042-57.7% |
| Participant deferral / active EE | $3,263 | $3,189+2.3% | $4,482-27.2% | $3,169+3.0% |
| Admin fee / account holder | $47 | $587-92.0% | $8,020-99.4% | $479-90.2% |