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 | $7,323 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,637 | $36,916-54.9% | $156,549-89.4% | $57,658-71.1% |
| Participation rate | 82.9% | 63.4%+19.5pp | 84.0%-1.1pp | 70.2%+12.7pp |
| Annual return | 5.23% | 12.38%-7.1pp | 32.23%-27.0pp | 5.13%+0.1pp |
| Employer contribution / active EE | $698 | $1,571-55.6% | $5,501-87.3% | $1,974-64.6% |
| Participant deferral / active EE | $1,632 | $1,926-15.3% | $4,871-66.5% | $3,061-46.7% |
| Admin fee / account holder | $11 | $82-87.1% | $13,027-99.9% | $95-88.7% |