Filed November 10, 2000
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 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $37,492 |
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 | $25,808 | $22,714+13.6% | $59,496-56.6% | $55,191-53.2% |
| Participation rate | 39.1% | 37.5%+1.6pp | 54.6%-15.5pp | 69.2%-30.1pp |
| Annual return | -0.67% | -44.01%+43.3pp | 182.05%-182.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $214 | $418-48.7% | $1,153-81.4% | $1,899-88.7% |
| Participant deferral / active EE | $1,102 | $843+30.7% | $1,829-39.8% | $3,046-63.8% |
| Admin fee / account holder | $66 | $83-20.4% | $2,232-97.0% | $91-26.9% |