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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $46,909 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $22,694 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,078 | $50,815-27.0% | $155,509-76.2% | $77,643-52.2% |
| Participation rate | 77.9% | 63.1%+14.8pp | 78.2%-0.3pp | 70.6%+7.3pp |
| Annual return | 8.72% | 34.80%-26.1pp | 64.67%-55.9pp | 31.24%-22.5pp |
| Employer contribution / active EE | $824 | $1,993-58.6% | $4,672-82.4% | $2,726-69.8% |
| Participant deferral / active EE | $2,638 | $2,822-6.5% | $5,626-53.1% | $4,647-43.2% |
| Admin fee / account holder | $184 | $437-57.8% | $15,912-98.8% | $430-57.2% |