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 | $10,678 |
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 | $29,974 | $36,916-18.8% | $156,549-80.9% | $57,658-48.0% |
| Participation rate | 36.1% | 63.4%-27.3pp | 84.0%-47.9pp | 70.2%-34.1pp |
| Annual return | 7.83% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $673 | $1,571-57.2% | $5,501-87.8% | $1,974-65.9% |
| Participant deferral / active EE | $591 | $1,926-69.3% | $4,871-87.9% | $3,061-80.7% |
| Admin fee / account holder | $53 | $82-36.0% | $13,027-99.6% | $95-44.2% |