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 19 · EIN 74-1625348 | Securities Custodian | $11,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,512 | $52,293-51.2% | $178,490-85.7% | $73,409-65.2% |
| Participation rate | 37.5% | 65.3%-27.8pp | 81.9%-44.4pp | 72.2%-34.6pp |
| Annual return | 8.59% | 34.75%-26.2pp | 151.07%-142.5pp | 59.29%-50.7pp |
| Employer contribution / active EE | $471 | $1,735-72.8% | $5,011-90.6% | $2,234-78.9% |
| Participant deferral / active EE | $806 | $2,332-65.5% | $5,202-84.5% | $3,805-78.8% |
| Admin fee / account holder | $30 | $127-76.8% | $13,984-99.8% | $158-81.2% |