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 15 · EIN 35-0145825 | Recordkeeping | $131,055 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $50,426 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,786 | $67,984+11.5% | $65,493+15.7% | $74,304+2.0% |
| Participation rate | 98.0% | 66.3%+31.7pp | 73.1%+24.9pp | 60.3%+37.7pp |
| Annual return | 11.83% | 19.87%-8.0pp | 982.45%-970.6pp | 29.43%-17.6pp |
| Employer contribution / active EE | $3,045 | $2,491+22.2% | $2,574+18.3% | $2,241+35.8% |
| Participant deferral / active EE | $3,029 | $3,346-9.5% | $3,961-23.5% | $3,767-19.6% |
| Admin fee / account holder | $178 | $1,373-87.1% | $5,028-96.5% | $2,969-94.0% |