Filed January 13, 2022
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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $64,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,304 | $46,292-6.5% | $143,757-69.9% | $64,808-33.2% |
| Participation rate | 54.1% | 64.2%-10.1pp | 80.3%-26.2pp | 71.5%-17.4pp |
| Annual return | -16.00% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $442 | $1,910-76.9% | $4,951-91.1% | $2,506-82.4% |
| Participant deferral / active EE | $2,438 | $2,646-7.8% | $5,637-56.7% | $4,310-43.4% |
| Admin fee / account holder | $104 | $154-32.5% | $14,673-99.3% | $188-44.7% |