Filed May 29, 2018 (most recent of 3 filings on file)
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: PRIME CAPITAL INVMT. ADV. Service code 26 · EIN 82-1364595 | Advisory (Participants) | $39,416 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,403 | $67,984-25.9% | $65,493-23.0% | $74,304-32.2% |
| Participation rate | 35.8% | 66.3%-30.6pp | 73.1%-37.3pp | 60.3%-24.6pp |
| Annual return | 11.39% | 19.87%-8.5pp | 982.45%-971.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,299 | $2,491-47.9% | $2,574-49.6% | $2,241-42.1% |
| Participant deferral / active EE | $2,036 | $3,346-39.2% | $3,961-48.6% | $3,767-45.9% |
| Admin fee / account holder | $155 | $1,373-88.7% | $5,028-96.9% | $2,969-94.8% |