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 UNITIED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $12,085 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,722 |
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 | $95,077 | $70,002+35.8% | $115,037-17.4% | $52,331+81.7% |
| Participation rate | 13.8% | 72.1%-58.4pp | 81.4%-67.6pp | 68.1%-54.4pp |
| Annual return | -0.28% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,429 | $2,715-10.5% | $4,608-47.3% | $1,882+29.1% |
| Participant deferral / active EE | $2,571 | $4,920-47.7% | $6,026-57.3% | $3,022-14.9% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |