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 | $29,852 |
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 | $17,361 | $37,196-53.3% | $154,107-88.7% | $55,725-68.8% |
| Participation rate | 71.9% | 64.1%+7.8pp | 83.0%-11.1pp | 70.9%+1.1pp |
| Annual return | -4.55% | 1319.68%-1324.2pp | 735.12%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $705 | $1,614-56.3% | $5,298-86.7% | $2,078-66.1% |
| Participant deferral / active EE | $1,929 | $2,068-6.7% | $5,081-62.0% | $3,356-42.5% |
| Admin fee / account holder | $45 | $102-56.0% | $13,411-99.7% | $115-61.2% |