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 | $76,810 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,814 |
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 | $20,185 | $46,292-56.4% | $143,757-86.0% | $64,808-68.9% |
| Participation rate | 57.7% | 64.2%-6.5pp | 80.3%-22.6pp | 71.5%-13.7pp |
| Annual return | -11.63% | -10.05%-1.6pp | -0.04%-11.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $949 | $1,910-50.3% | $4,951-80.8% | $2,506-62.1% |
| Participant deferral / active EE | $1,290 | $2,646-51.3% | $5,637-77.1% | $4,310-70.1% |
| Admin fee / account holder | $80 | $154-48.1% | $14,673-99.5% | $188-57.5% |