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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 66 | Other insurance wrap fees; Insurance ... | $83,209 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $28,914 |
AMERIBEN6 years Service code 13 · EIN 82-0360424 | Contract Administrator | $13,597 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $3,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,777 | $86,897-9.3% | $151,611-48.0% | $64,808+21.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.21% | -3.57%-10.6pp | 3.33%-17.5pp | 32.82%-47.0pp |
| Employer contribution / active EE | $5,132 | $4,010+28.0% | $6,166-16.8% | $2,506+104.8% |
| Participant deferral / active EE | $5,256 | $6,690-21.4% | $8,363-37.2% | $4,310+21.9% |
| Admin fee / account holder | $92 | $153-39.8% | $11,616-99.2% | $188-51.0% |