Filed January 28, 2011
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $88,364 |
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $21,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,198 | $50,820+55.8% | $155,567-49.1% | $77,671+2.0% |
| Participation rate | 46.7% | 63.1%-16.5pp | 78.2%-31.5pp | 70.6%-23.9pp |
| Annual return | 13.37% | 34.85%-21.5pp | 64.74%-51.4pp | 31.21%-17.8pp |
| Employer contribution / active EE | $998 | $1,993-49.9% | $4,674-78.6% | $2,726-63.4% |
| Participant deferral / active EE | $2,945 | $2,823+4.3% | $5,628-47.7% | $4,648-36.6% |
| Admin fee / account holder | $75 | $436-82.8% | $15,916-99.5% | $430-82.5% |