Filed March 8, 2024
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 9-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 INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $11,731 |
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 | $30,659 | $58,879-47.9% | $178,490-82.8% | $73,488-58.3% |
| Participation rate | 36.8% | 66.2%-29.4pp | 81.9%-45.1pp | 70.7%-33.9pp |
| Annual return | 12.67% | 24.86%-12.2pp | 151.07%-138.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $534 | $2,236-76.1% | $5,011-89.3% | $2,270-76.5% |
| Participant deferral / active EE | $2,228 | $2,567-13.2% | $5,202-57.2% | $3,740-40.4% |
| Admin fee / account holder | $50 | $400-87.5% | $13,984-99.6% | $513-90.2% |