Filed April 14, 2023 (most recent of 2 filings on file)
Total covered: 4 employees
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 CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $496 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,579 | $55,002-58.9% | $59,878-62.3% | $56,287-59.9% |
| Participation rate | 83.6% | 75.9%+7.6pp | 74.7%+8.9pp | 69.9%+13.7pp |
| Annual return | 9.09% | 1.13%+8.0pp | 3.46%+5.6pp | -9.96%+19.0pp |
| Employer contribution / active EE | $1,119 | $2,448-54.3% | $2,722-58.9% | $2,111-47.0% |
| Participant deferral / active EE | $1,629 | $3,121-47.8% | $3,402-52.1% | $3,350-51.4% |
| Admin fee / account holder | $2 | $236-99.1% | $3,590-99.9% | $521-99.6% |