Filed July 26, 2006
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $44,969 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,435 |
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 | $20,830 | $37,196-44.0% | $154,107-86.5% | $55,725-62.6% |
| Participation rate | 43.7% | 64.1%-20.4pp | 83.0%-39.3pp | 70.9%-27.1pp |
| Annual return | 7.20% | 1319.68%-1312.5pp | 735.12%-727.9pp | 244.93%-237.7pp |
| Employer contribution / active EE | $531 | $1,614-67.1% | $5,298-90.0% | $2,078-74.4% |
| Participant deferral / active EE | $797 | $2,068-61.4% | $5,081-84.3% | $3,356-76.2% |
| Admin fee / account holder | $52 | $102-48.8% | $13,411-99.6% | $115-54.8% |