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 | $14,173 |
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 | $19,168 | $46,173-58.5% | $170,442-88.8% | $69,631-72.5% |
| Participation rate | 73.8% | 63.9%+9.9pp | 83.6%-9.8pp | 70.7%+3.1pp |
| Annual return | 13.76% | 21.62%-7.9pp | 205.93%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $390 | $1,610-75.8% | $5,433-92.8% | $2,032-80.8% |
| Participant deferral / active EE | $1,755 | $2,080-15.7% | $4,939-64.5% | $3,224-45.6% |
| Admin fee / account holder | $21 | $116-81.7% | $13,880-99.8% | $110-80.8% |