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 9-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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $8,099 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $100 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $19,124 | $52,953-63.9% | $172,739-88.9% | $65,185-70.7% |
| Participation rate | 31.8% | 66.2%-34.4pp | 82.6%-50.9pp | 70.2%-38.4pp |
| Annual return | 19.81% | 30.12%-10.3pp | 802.84%-783.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $331 | $2,190-84.9% | $5,143-93.6% | $2,177-84.8% |
| Participant deferral / active EE | $910 | $2,471-63.2% | $5,198-82.5% | $3,514-74.1% |
| Admin fee / account holder | $96 | $472-79.7% | $13,954-99.3% | $847-88.7% |