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 INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $95,000 |
Filed as: RAYMOND JAMES AND ASSOC INC Service code 16 · EIN 59-1237041 | Consulting | $50,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,324 | $66,457-36.3% | $81,382-48.0% | $77,643-45.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 13.08% | 15.93%-2.9pp | 24.73%-11.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,146 | $2,159+45.7% | $2,463+27.7% | $2,726+15.4% |
| Participant deferral / active EE | $3,263 | $3,679-11.3% | $3,883-16.0% | $4,647-29.8% |
| Admin fee / account holder | $17 | $583-97.0% | $5,768-99.7% | $430-96.0% |