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 | $3,751 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,733 | $65,061-74.3% | $143,757-88.4% | $66,914-75.0% |
| Participation rate | 84.7% | 65.2%+19.5pp | 80.3%+4.3pp | 69.8%+14.9pp |
| Annual return | -12.86% | -11.14%-1.7pp | -0.04%-12.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $458 | $2,361-80.6% | $4,951-90.8% | $2,544-82.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $14 | $502-97.3% | $14,673-99.9% | $593-97.7% |