Filed December 10, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $30,096 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,207 | $56,485-12.9% | $185,823-73.5% | $86,799-43.3% |
| Participation rate | 96.0% | 65.5%+30.6pp | 81.7%+14.3pp | 72.3%+23.8pp |
| Annual return | 15.20% | 118.04%-102.8pp | 122.05%-106.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,364 | $1,843+28.3% | $5,167-54.3% | $2,405-1.7% |
| Participant deferral / active EE | $3,291 | $2,553+28.9% | $5,568-40.9% | $4,131-20.3% |
| Admin fee / account holder | $77 | $150-48.5% | $16,237-99.5% | $170-54.6% |