Filed January 4, 2018 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $1,952 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,575 | $57,976+35.5% | $62,995+24.7% | $62,292+26.1% |
| Participation rate | 47.8% | 75.9%-28.2pp | 74.8%-27.1pp | 69.5%-21.8pp |
| Annual return | 13.79% | 17.54%-3.8pp | 87.57%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $2,168 | $2,415-10.2% | $2,759-21.4% | $2,042+6.1% |
| Participant deferral / active EE | $3,827 | $2,956+29.5% | $3,329+15.0% | $3,169+20.8% |
| Admin fee / account holder | $4 | $276-98.5% | $3,600-99.9% | $479-99.2% |