Filed September 25, 2012 (most recent of 3 filings on file)
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 26 · EIN 20-1090152 | Advisory (Participants) | $17,972 |
AMERIBEN2 years Service code 13 · EIN 82-0360424 | Contract Administrator | $4,275 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $2,975 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 13 | Contract Administrator | $0 |
Service code 50 | Direct Payment | $0 |
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 | $67,880 | $79,523-14.6% | $140,016-51.5% | $56,287+20.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.08% | 2.39%-7.5pp | 651.12%-656.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,311 | $3,350+28.7% | $5,606-23.1% | $2,111+104.2% |
| Participant deferral / active EE | $2,975 | $5,129-42.0% | $6,927-57.0% | $3,350-11.2% |
| Admin fee / account holder | $90 | $614-85.3% | $10,705-99.2% | $521-82.6% |