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) | $22,236 |
AMERIBEN4 years Service code 13 · EIN 82-0360424 | Contract Administrator | $9,657 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $2,140 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Service code 50 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,352 | $111,608-31.6% | $177,821-57.1% | $73,409+4.0% |
| Participation rate | 99.6% | 87.9%+11.7pp | 87.7%+11.9pp | 72.2%+27.4pp |
| Annual return | 12.78% | 18.23%-5.4pp | 48.32%-35.5pp | 59.29%-46.5pp |
| Employer contribution / active EE | $4,961 | $3,796+30.7% | $5,918-16.2% | $2,234+122.1% |
| Participant deferral / active EE | $4,125 | $6,199-33.5% | $7,714-46.5% | $3,805+8.4% |
| Admin fee / account holder | $71 | $166-57.0% | $12,427-99.4% | $158-54.9% |