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 | $56,532 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,868 | $62,928-66.8% | $172,739-87.9% | $67,579-69.1% |
| Participation rate | 48.0% | 64.5%-16.5pp | 82.6%-34.7pp | 71.3%-23.3pp |
| Annual return | 5.30% | 30.36%-25.1pp | 802.84%-797.5pp | 378.56%-373.3pp |
| Employer contribution / active EE | $615 | $1,636-62.4% | $5,143-88.0% | $2,148-71.4% |
| Participant deferral / active EE | $894 | $2,145-58.3% | $5,198-82.8% | $3,539-74.7% |
| Admin fee / account holder | $68 | $167-58.9% | $13,954-99.5% | $142-51.9% |