Filed August 21, 1
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 5-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 | $36,290 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $24,161 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,882 | $47,126-17.5% | $149,673-74.0% | $74,419-47.8% |
| Participation rate | 78.3% | 63.4%+14.9pp | 78.8%-0.5pp | 70.7%+7.6pp |
| Annual return | 14.89% | 22.75%-7.9pp | 134.42%-119.5pp | 34.38%-19.5pp |
| Employer contribution / active EE | $782 | $1,905-59.0% | $4,818-83.8% | $2,637-70.4% |
| Participant deferral / active EE | $2,538 | $2,728-6.9% | $5,680-55.3% | $4,528-43.9% |
| Admin fee / account holder | $152 | $343-55.5% | $13,210-98.8% | $348-56.2% |