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 | $638 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,750 | $60,795-60.9% | $69,455-65.8% | $65,185-63.6% |
| Participation rate | 90.9% | 74.9%+16.1pp | 74.6%+16.3pp | 70.2%+20.7pp |
| Annual return | 5.68% | 17.46%-11.8pp | 28.97%-23.3pp | 29.38%-23.7pp |
| Employer contribution / active EE | $1,273 | $2,452-48.1% | $2,779-54.2% | $2,177-41.5% |
| Participant deferral / active EE | $2,246 | $3,162-29.0% | $3,535-36.5% | $3,514-36.1% |
| Admin fee / account holder | $3 | $314-99.2% | $3,839-99.9% | $847-99.7% |