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 | $16,603 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,680 | $56,485-82.9% | $185,823-94.8% | $86,799-88.8% |
| Participation rate | 99.8% | 65.5%+34.3pp | 81.7%+18.1pp | 72.3%+27.5pp |
| Annual return | 10.65% | 118.04%-107.4pp | 122.05%-111.4pp | 97.91%-87.3pp |
| Employer contribution / active EE | $497 | $1,843-73.0% | $5,167-90.4% | $2,405-79.3% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $17 | $150-88.6% | $16,237-99.9% | $170-89.9% |