Filed March 5, 2025
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 9-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 | $58,051 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,600 | $50,820-43.7% | $155,567-81.6% | $77,671-63.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.09% | 34.85%-21.8pp | 64.74%-51.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $4,354 | $1,993+118.5% | $4,674-6.8% | $2,726+59.7% |
| Participant deferral / active EE | $4,422 | $2,823+56.6% | $5,628-21.4% | $4,648-4.9% |
| Admin fee / account holder | $144 | $436-66.9% | $15,916-99.1% | $430-66.4% |