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 | $14,636 |
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 | $8,124 | $46,292-82.5% | $143,757-94.3% | $64,808-87.5% |
| Participation rate | 96.1% | 64.2%+31.8pp | 80.3%+15.7pp | 71.5%+24.6pp |
| Annual return | -11.06% | -10.05%-1.0pp | -0.04%-11.0pp | 32.82%-43.9pp |
| Employer contribution / active EE | $1,004 | $1,910-47.4% | $4,951-79.7% | $2,506-59.9% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $15 | $154-90.4% | $14,673-99.9% | $188-92.2% |