Filed October 15, 2013
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 6-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 | $4,427 |
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 | $16,584 | $37,117-55.3% | $147,614-88.8% | $55,191-70.0% |
| Participation rate | 68.1% | 63.6%+4.5pp | 84.6%-16.5pp | 69.2%-1.1pp |
| Annual return | 0.44% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $522 | $1,620-67.8% | $5,564-90.6% | $1,899-72.5% |
| Participant deferral / active EE | $1,441 | $1,985-27.4% | $4,895-70.6% | $3,046-52.7% |
| Admin fee / account holder | $8 | $86-91.2% | $11,611-99.9% | $91-91.7% |