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 66 | Other insurance wrap fees; Insurance ... | $13,990 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 37 · EIN 35-0145825 | Loan Processing | $3,450 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,746 | $52,279-64.1% | $89,391-79.0% | $79,858-76.5% |
| Participation rate | 94.4% | 57.5%+36.9pp | 68.0%+26.5pp | 69.6%+24.8pp |
| Annual return | 15.40% | 22.16%-6.8pp | 245.62%-230.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $930 | $1,572-40.8% | $2,586-64.0% | $2,471-62.3% |
| Participant deferral / active EE | $2,380 | $2,740-13.1% | $3,890-38.8% | $3,740-36.4% |
| Admin fee / account holder | $82 | $3,356-97.6% | $4,881-98.3% | $5,306-98.5% |