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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $688,589 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $3,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $23,574 | $67,512-65.1% | $185,823-87.3% | $93,030-74.7% |
| Participation rate | 41.7% | 67.1%-25.4pp | 81.7%-40.0pp | 73.9%-32.2pp |
| Annual return | 23.32% | 21.04%+2.3pp | 122.05%-98.7pp | 158.70%-135.4pp |
| Employer contribution / active EE | $642 | $1,783-64.0% | $5,167-87.6% | $2,706-76.3% |
| Participant deferral / active EE | $829 | $3,035-72.7% | $5,568-85.1% | $4,562-81.8% |
| Admin fee / account holder | $74 | $318-76.6% | $16,237-99.5% | $152-51.1% |