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 | $59,360 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,737 |
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.
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 | $20,399 | $52,293-61.0% | $178,490-88.6% | $73,409-72.2% |
| Participation rate | 48.1% | 65.3%-17.2pp | 81.9%-33.8pp | 72.2%-24.0pp |
| Annual return | 2.10% | 34.75%-32.6pp | 151.07%-149.0pp | 59.29%-57.2pp |
| Employer contribution / active EE | $647 | $1,735-62.7% | $5,011-87.1% | $2,234-71.0% |
| Participant deferral / active EE | $853 | $2,332-63.4% | $5,202-83.6% | $3,805-77.6% |
| Admin fee / account holder | $68 | $127-46.6% | $13,984-99.5% | $158-56.9% |