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 | $10,701 |
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 | $27,436 | $37,196-26.2% | $154,107-82.2% | $55,725-50.8% |
| Participation rate | 37.3% | 64.1%-26.8pp | 83.0%-45.7pp | 70.9%-33.5pp |
| Annual return | -5.99% | 1319.68%-1325.7pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $660 | $1,614-59.1% | $5,298-87.5% | $2,078-68.2% |
| Participant deferral / active EE | $631 | $2,068-69.5% | $5,081-87.6% | $3,356-81.2% |
| Admin fee / account holder | $48 | $102-52.4% | $13,411-99.6% | $115-58.0% |