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: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $2,637 |
Service code 52 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,809 | $38,365-58.8% | $84,611-81.3% | $65,185-75.7% |
| Participation rate | 90.7% | 55.7%+35.1pp | 68.2%+22.5pp | 70.2%+20.5pp |
| Annual return | 21.17% | 32.00%-10.8pp | 258.74%-237.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $789 | $1,258-37.3% | $2,652-70.3% | $2,177-63.8% |
| Participant deferral / active EE | $1,920 | $2,278-15.7% | $3,899-50.8% | $3,514-45.4% |
| Admin fee / account holder | $66 | $451-85.3% | $4,912-98.6% | $847-92.2% |