Filed May 6, 2012
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $47,280 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $25,523 |
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 | $25,802 | $50,815-49.2% | $155,509-83.4% | $77,643-66.8% |
| Participation rate | 90.9% | 63.1%+27.7pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 12.55% | 34.80%-22.3pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $440 | $1,993-77.9% | $4,672-90.6% | $2,726-83.9% |
| Participant deferral / active EE | $2,922 | $2,822+3.5% | $5,626-48.1% | $4,647-37.1% |
| Admin fee / account holder | $78 | $437-82.0% | $15,912-99.5% | $430-81.8% |