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 3-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 INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $11,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,740 | $46,360+11.6% | $147,614-64.9% | $52,331-1.1% |
| Participation rate | 35.3% | 64.9%-29.6pp | 84.6%-49.3pp | 68.1%-32.8pp |
| Annual return | 0.92% | 1.62%-0.7pp | 61.98%-61.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $600 | $2,258-73.4% | $4,895-87.7% | $3,022-80.1% |
| Admin fee / account holder | $82 | $766-89.3% | $11,611-99.3% | $592-86.1% |