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: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $6,123 |
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 | $26,547 | $43,327-38.7% | $59,878-55.7% | $64,186-58.6% |
| Participation rate | 75.3% | 69.2%+6.2pp | 74.7%+0.6pp | 69.6%+5.8pp |
| Annual return | 7.54% | -1.55%+9.1pp | 3.46%+4.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $862 | $2,028-57.5% | $2,722-68.3% | $2,381-63.8% |
| Participant deferral / active EE | $1,451 | $2,546-43.0% | $3,402-57.4% | $3,470-58.2% |
| Admin fee / account holder | $55 | $3,005-98.2% | $3,590-98.5% | $4,888-98.9% |