Filed January 4, 2018 (most recent of 2 filings on file)
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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 66 | Other insurance wrap fees; Insurance ... | $19,922 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $506 |
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 | $96,137 | $65,322+47.2% | $70,449+36.5% | $73,488+30.8% |
| Participation rate | 84.9% | 77.0%+8.0pp | 75.1%+9.9pp | 70.7%+14.2pp |
| Annual return | 13.76% | 15.71%-2.0pp | 109.03%-95.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,788 | $2,460+54.0% | $2,737+38.4% | $2,270+66.9% |
| Participant deferral / active EE | $8,475 | $3,375+151.1% | $3,709+128.5% | $3,740+126.6% |
| Admin fee / account holder | $3 | $214-98.8% | $3,845-99.9% | $513-99.5% |