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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,831 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $21,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,677 | $52,293+8.4% | $178,490-68.2% | $73,409-22.8% |
| Participation rate | 67.5% | 65.3%+2.1pp | 81.9%-14.5pp | 72.2%-4.7pp |
| Annual return | 12.61% | 34.75%-22.1pp | 151.07%-138.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,728 | $1,735-0.4% | $5,011-65.5% | $2,234-22.6% |
| Participant deferral / active EE | $3,384 | $2,332+45.1% | $5,202-34.9% | $3,805-11.1% |
| Admin fee / account holder | $146 | $127+14.4% | $13,984-99.0% | $158-7.7% |