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 ... | $104,333 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 92-1664169 | Contract Administrator | $7,598 |
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $3,470 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $3,406 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,801 | $129,021-18.0% | $184,203-42.6% | $77,643+36.3% |
| Participation rate | 97.5% | 87.3%+10.1pp | 86.8%+10.6pp | 70.6%+26.9pp |
| Annual return | 12.66% | 33.27%-20.6pp | 28.81%-16.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $4,764 | $4,413+8.0% | $6,427-25.9% | $2,726+74.8% |
| Participant deferral / active EE | $5,469 | $7,297-25.0% | $9,131-40.1% | $4,647+17.7% |
| Admin fee / account holder | $98 | $254-61.6% | $13,901-99.3% | $430-77.3% |