Filed May 14, 2014
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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $8,142 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $360 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,837 | $48,570-77.7% | $130,648-91.7% | $72,985-85.2% |
| Participation rate | 86.3% | 58.6%+27.7pp | 71.7%+14.5pp | 69.5%+16.8pp |
| Annual return | 1.77% | 38.63%-36.9pp | 1708.96%-1707.2pp | 81.00%-79.2pp |
| Employer contribution / active EE | $1,372 | $1,334+2.9% | $4,092-66.5% | $2,440-43.8% |
| Participant deferral / active EE | $1,652 | $2,384-30.7% | $3,603-54.1% | $3,607-54.2% |
| Admin fee / account holder | $17 | $3,549-99.5% | $5,464-99.7% | $5,124-99.7% |