Filed October 18, 2004
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 | $13,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,432 | $46,360-32.2% | $147,614-78.7% | $52,331-39.9% |
| Participation rate | 60.9% | 64.9%-4.1pp | 84.6%-23.8pp | 68.1%-7.2pp |
| Annual return | -1.09% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,147 | $2,126-46.1% | $5,564-79.4% | $1,882-39.0% |
| Participant deferral / active EE | $1,076 | $2,258-52.3% | $4,895-78.0% | $3,022-64.4% |
| Admin fee / account holder | $73 | $766-90.5% | $11,611-99.4% | $592-87.7% |