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 |
|---|---|---|
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $16,167 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,851 | $62,928+31.7% | $172,739-52.0% | $67,579+22.6% |
| Participation rate | 66.1% | 64.5%+1.7pp | 82.6%-16.5pp | 71.3%-5.1pp |
| Annual return | 18.24% | 30.36%-12.1pp | 802.84%-784.6pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,478 | $1,636-9.7% | $5,143-71.3% | $2,148-31.2% |
| Participant deferral / active EE | $3,413 | $2,145+59.1% | $5,198-34.3% | $3,539-3.6% |
| Admin fee / account holder | $76 | $167-54.6% | $13,954-99.5% | $142-46.8% |