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 | $13,699 |
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 | $9,505 | $52,293-81.8% | $178,490-94.7% | $73,409-87.1% |
| Participation rate | 84.1% | 65.3%+18.8pp | 81.9%+2.2pp | 72.2%+12.0pp |
| Annual return | 9.25% | 34.75%-25.5pp | 151.07%-141.8pp | 59.29%-50.0pp |
| Employer contribution / active EE | $501 | $1,735-71.1% | $5,011-90.0% | $2,234-77.6% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $15 | $127-88.6% | $13,984-99.9% | $158-90.8% |