Filed April 3, 2006
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 | $10,033 |
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 | $71,403 | $67,166+6.3% | $57,343+24.5% | $55,191+29.4% |
| Participation rate | 98.8% | 77.7%+21.1pp | 75.1%+23.7pp | 69.2%+29.7pp |
| Annual return | 0.94% | 4.22%-3.3pp | 24.39%-23.4pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,991 | $2,812-29.2% | $2,689-26.0% | $1,899+4.8% |
| Participant deferral / active EE | $3,581 | $2,835+26.3% | $3,162+13.2% | $3,046+17.5% |
| Admin fee / account holder | $26 | $44-39.9% | $3,356-99.2% | $91-71.1% |