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 | $10,205 |
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 | $74,899 | $52,467+42.8% | $57,179+31.0% | $55,167+35.8% |
| Participation rate | 95.6% | 75.8%+19.8pp | 75.3%+20.3pp | 69.0%+26.6pp |
| Annual return | 7.24% | 7.72%-0.5pp | 14.59%-7.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,410 | $2,477-2.7% | $2,682-10.1% | $1,963+22.8% |
| Participant deferral / active EE | $4,256 | $2,830+50.4% | $3,096+37.5% | $3,054+39.4% |
| Admin fee / account holder | $26 | $269-90.3% | $3,139-99.2% | $504-94.8% |