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 8-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $44,091-100.0% | $451,207-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 35.0%-35.0pp | 4.5%-4.5pp |
| Annual return | 18.22% | 13.95%+4.3pp | 8.77%+9.4pp | 13.95%+4.3pp |
| Employer contribution / active EE | $648 | $16,598-96.1% | $36,356-98.2% | $16,598-96.1% |
| Participant deferral / active EE | $0 | $511-100.0% | $68-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $3,635-100.0% | $612-100.0% |