Filed November 2, 2004
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 10-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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,998 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $6,082 |
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 | $82,331 | $37,117+121.8% | $147,614-44.2% | $55,191+49.2% |
| Participation rate | 63.9% | 63.6%+0.3pp | 84.6%-20.7pp | 69.2%-5.3pp |
| Annual return | 0.82% | 3.44%-2.6pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,034 | $1,620-36.2% | $5,564-81.4% | $1,899-45.6% |
| Participant deferral / active EE | $3,373 | $1,985+69.9% | $4,895-31.1% | $3,046+10.7% |
| Admin fee / account holder | $80 | $86-6.8% | $11,611-99.3% | $91-12.1% |