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) | $28,802 |
Service code 13 · EIN 92-1664169 | Contract Administrator | $14,071 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $2,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,590 | $100,227-10.6% | $169,993-47.3% | $74,419+20.4% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.0%+7.9pp | 70.7%+24.2pp |
| Annual return | 16.62% | 66.08%-49.5pp | 53.37%-36.7pp | 34.38%-17.8pp |
| Employer contribution / active EE | $4,282 | $4,263+0.5% | $6,785-36.9% | $2,637+62.4% |
| Participant deferral / active EE | $4,698 | $7,143-34.2% | $10,408-54.9% | $4,528+3.8% |
| Admin fee / account holder | $84 | $234-64.2% | $12,815-99.3% | $348-75.9% |