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 LIFE INSURANCE Service code 19 · EIN 74-1625358 | Securities Custodian | $7,418 |
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 | $19,453 | $47,977-59.5% | $154,107-87.4% | $56,287-65.4% |
| Participation rate | 84.0% | 66.2%+17.9pp | 83.0%+1.0pp | 69.9%+14.2pp |
| Annual return | 5.92% | 3.54%+2.4pp | 735.12%-729.2pp | -9.96%+15.9pp |
| Employer contribution / active EE | $2,122 | $2,169-2.1% | $5,298-59.9% | $2,111+0.5% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $30 | $438-93.2% | $13,411-99.8% | $521-94.3% |