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) | $30,443 |
AMERIBEN5 years Service code 13 · EIN 82-0360424 | Contract Administrator | $13,204 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $3,334 |
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 | $96,683 | $111,491-13.3% | $189,513-49.0% | $86,799+11.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 20.41% | 83.50%-63.1pp | 555.15%-534.7pp | 97.91%-77.5pp |
| Employer contribution / active EE | $5,389 | $3,951+36.4% | $6,162-12.5% | $2,405+124.1% |
| Participant deferral / active EE | $5,078 | $6,437-21.1% | $8,221-38.2% | $4,131+22.9% |
| Admin fee / account holder | $102 | $189-45.8% | $12,045-99.2% | $170-39.7% |