Filed January 2, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 | $37,088 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,207 | $62,928-85.4% | $172,739-94.7% | $67,579-86.4% |
| Participation rate | 94.8% | 64.5%+30.4pp | 82.6%+12.2pp | 71.3%+23.6pp |
| Annual return | 14.47% | 30.36%-15.9pp | 802.84%-788.4pp | 378.56%-364.1pp |
| Employer contribution / active EE | $487 | $1,636-70.3% | $5,143-90.5% | $2,148-77.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $16 | $167-90.4% | $13,954-99.9% | $142-88.8% |